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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 | $326,116 | $64,706+404.0% | $112,244+190.5% | $68,498+376.1% |
| Participation rate | 100.0% | 67.1%+32.9pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 7.07% | -11.40%+18.5pp | 27.46%-20.4pp | -7.84%+14.9pp |
| Employer contribution / active EE | $17,196 | $2,746+526.2% | $3,635+373.0% | $2,596+562.3% |
| Participant deferral / active EE | $7,647 | $3,565+114.5% | $4,728+61.7% | $4,027+89.9% |
| Admin fee / account holder | $143,852 | $5,231+2649.9% | $6,411+2143.9% | $5,403+2562.4% |