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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $476,330 | $49,280+866.6% | $67,313+607.6% | $64,173+642.3% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.21% | -1.39%-4.8pp | -4.08%-2.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $17,029 | $1,668+920.7% | $2,566+563.8% | $2,381+615.3% |
| Participant deferral / active EE | $15,189 | $2,484+511.4% | $3,568+325.7% | $3,470+337.8% |
| Admin fee / account holder | $5,203 | $3,863+34.7% | $4,507+15.4% | $4,887+6.4% |