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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 | $454,042 | $131,835+244.4% | $108,582+318.2% | $273,972+65.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.37% | -91.57%+94.9pp | -51.70%+55.1pp | 41.46%-38.1pp |
| Employer contribution / active EE | $23,433 | $4,913+377.0% | $3,758+523.5% | $4,869+381.3% |
| Participant deferral / active EE | $19,056 | $5,127+271.6% | $4,311+342.0% | $5,287+260.4% |
| Admin fee / account holder | $1,662 | $10,253-83.8% | $7,645-78.3% | $10,133-83.6% |