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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 | $522,260 | $131,835+296.1% | $108,582+381.0% | $273,972+90.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.74% | -91.57%+99.3pp | -51.70%+59.4pp | 41.46%-33.7pp |
| Employer contribution / active EE | $10,556 | $4,913+114.9% | $3,758+180.9% | $4,869+116.8% |
| Participant deferral / active EE | $12,494 | $5,127+143.7% | $4,311+189.8% | $5,287+136.3% |
| Admin fee / account holder | $4,433 | $10,253-56.8% | $7,645-42.0% | $10,133-56.2% |