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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 | $348,731 | $131,835+164.5% | $108,582+221.2% | $273,972+27.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.34% | -91.57%+98.9pp | -51.70%+59.0pp | 41.46%-34.1pp |
| Employer contribution / active EE | $13,616 | $4,913+177.2% | $3,758+262.3% | $4,869+179.7% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $522 | $10,253-94.9% | $7,645-93.2% | $10,133-94.8% |