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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 | $598,800 | $131,835+354.2% | $108,582+451.5% | $273,972+118.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 12.63% | -91.57%+104.2pp | -51.70%+64.3pp | 41.46%-28.8pp |
| Employer contribution / active EE | $9,219 | $4,913+87.6% | $3,758+145.3% | $4,869+89.3% |
| Participant deferral / active EE | $8,672 | $5,127+69.1% | $4,311+101.2% | $5,287+64.0% |
| Admin fee / account holder | $3,069 | $10,253-70.1% | $7,645-59.9% | $10,133-69.7% |