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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 | $368,971 | $131,835+179.9% | $108,582+239.8% | $273,972+34.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.27% | -91.57%+98.8pp | -51.70%+59.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $3,100 | $4,913-36.9% | $3,758-17.5% | $4,869-36.3% |
| Participant deferral / active EE | $8,723 | $5,127+70.1% | $4,311+102.3% | $5,287+65.0% |
| Admin fee / account holder | $18,445 | $10,253+79.9% | $7,645+141.3% | $10,133+82.0% |