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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 | $256,690 | $131,835+94.7% | $108,582+136.4% | $273,972-6.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.67% | -91.57%+98.2pp | -51.70%+58.4pp | 41.46%-34.8pp |
| Employer contribution / active EE | $11,767 | $4,913+139.5% | $3,758+213.1% | $4,869+141.7% |
| Participant deferral / active EE | $15,373 | $5,127+199.8% | $4,311+256.6% | $5,287+190.8% |
| Admin fee / account holder | $12,212 | $10,253+19.1% | $7,645+59.7% | $10,133+20.5% |