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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 | $547,159 | $77,816+603.1% | $123,552+342.9% | $64,173+752.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.06% | 12.49%-17.5pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $14,068 | $3,014+366.8% | $4,628+204.0% | $2,381+490.9% |
| Participant deferral / active EE | $13,321 | $5,240+154.2% | $6,426+107.3% | $3,470+283.9% |
| Admin fee / account holder | $28,002 | $5,519+407.4% | $9,285+201.6% | $4,887+472.9% |