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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 | $349,254 | $97,020+260.0% | $83,327+319.1% | $135,380+158.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.37% | 12.31%-15.7pp | 10.64%-14.0pp | 519.81%-523.2pp |
| Employer contribution / active EE | $39,938 | $4,144+863.8% | $3,379+1082.0% | $4,779+735.7% |
| Participant deferral / active EE | $24,500 | $5,964+310.8% | $5,565+340.2% | $5,609+336.8% |
| Admin fee / account holder | $33,082 | $8,426+292.6% | $7,540+338.7% | $10,828+205.5% |