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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 | $288,954 | $131,835+119.2% | $108,582+166.1% | $273,972+5.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 2.61% | -91.57%+94.2pp | -51.70%+54.3pp | 41.46%-38.8pp |
| Employer contribution / active EE | $21,252 | $4,913+332.6% | $3,758+465.4% | $4,869+336.5% |
| Participant deferral / active EE | $12,236 | $5,127+138.6% | $4,311+183.8% | $5,287+131.4% |
| Admin fee / account holder | $6,039 | $10,253-41.1% | $7,645-21.0% | $10,133-40.4% |