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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 | $64,729+403.8% | $112,263+190.5% | $68,490+376.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 7.07% | -11.40%+18.5pp | 27.49%-20.4pp | -7.85%+14.9pp |
| Employer contribution / active EE | $17,196 | $2,746+526.2% | $3,636+372.9% | $2,597+562.2% |
| Participant deferral / active EE | $7,647 | $3,566+114.5% | $4,729+61.7% | $4,028+89.9% |
| Admin fee / account holder | $143,852 | $5,222+2654.9% | $6,410+2144.1% | $5,403+2562.5% |