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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 | $403,472 | $131,835+206.0% | $108,582+271.6% | $273,972+47.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.30% | -91.57%+97.9pp | -51.70%+58.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $3,054 | $4,913-37.8% | $3,758-18.7% | $4,869-37.3% |
| Participant deferral / active EE | $3,088 | $5,127-39.8% | $4,311-28.4% | $5,287-41.6% |
| Admin fee / account holder | $917 | $10,253-91.1% | $7,645-88.0% | $10,133-91.0% |