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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 | $359,689 | $131,835+172.8% | $108,582+231.3% | $273,972+31.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.56% | -91.57%+98.1pp | -51.70%+58.3pp | 41.46%-34.9pp |
| Employer contribution / active EE | $7,247 | $4,913+47.5% | $3,758+92.8% | $4,869+48.9% |
| Participant deferral / active EE | $6,336 | $5,127+23.6% | $4,311+47.0% | $5,287+19.8% |
| Admin fee / account holder | $543 | $10,253-94.7% | $7,645-92.9% | $10,133-94.6% |