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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 | $258,442 | $131,829+96.0% | $108,579+138.0% | $273,968-5.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.31% | -91.57%+99.9pp | -51.70%+60.0pp | 41.45%-33.1pp |
| Employer contribution / active EE | $3,783 | $4,912-23.0% | $3,758+0.7% | $4,869-22.3% |
| Participant deferral / active EE | $9,993 | $5,127+94.9% | $4,311+131.8% | $5,287+89.0% |
| Admin fee / account holder | $1,559 | $10,252-84.8% | $7,645-79.6% | $10,132-84.6% |