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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 | $275,131 | $82,674+232.8% | $125,381+119.4% | $68,486+301.7% |
| Participation rate | 93.0% | 75.1%+18.0pp | 82.4%+10.6pp | 67.9%+25.1pp |
| Annual return | 21.36% | -5.97%+27.3pp | 572.31%-551.0pp | -7.85%+29.2pp |
| Employer contribution / active EE | $9,850 | $3,382+191.3% | $4,815+104.6% | $2,597+279.3% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,584 | $6,277-42.9% | $10,007-64.2% | $5,404-33.7% |