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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 | $283,438 | $131,835+115.0% | $108,582+161.0% | $273,972+3.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 16.24% | -91.57%+107.8pp | -51.70%+67.9pp | 41.46%-25.2pp |
| Employer contribution / active EE | $16,430 | $4,913+234.4% | $3,758+337.2% | $4,869+237.5% |
| Participant deferral / active EE | $15,344 | $5,127+199.2% | $4,311+255.9% | $5,287+190.2% |
| Admin fee / account holder | $10,362 | $10,253+1.1% | $7,645+35.5% | $10,133+2.3% |