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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 | $469,182 | $131,835+255.9% | $108,582+332.1% | $273,972+71.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.64% | -91.57%+98.2pp | -51.70%+58.3pp | 41.46%-34.8pp |
| Employer contribution / active EE | $17,488 | $4,913+256.0% | $3,758+365.3% | $4,869+259.2% |
| Participant deferral / active EE | $9,956 | $5,127+94.2% | $4,311+130.9% | $5,287+88.3% |
| Admin fee / account holder | $10,753 | $10,253+4.9% | $7,645+40.7% | $10,133+6.1% |