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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 | $312,666 | $131,835+137.2% | $108,582+188.0% | $273,972+14.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.36% | -91.57%+97.9pp | -51.70%+58.1pp | 41.46%-35.1pp |
| Employer contribution / active EE | $7,782 | $4,913+58.4% | $3,758+107.1% | $4,869+59.8% |
| Participant deferral / active EE | $11,774 | $5,127+129.6% | $4,311+173.1% | $5,287+122.7% |
| Admin fee / account holder | $25,734 | $10,253+151.0% | $7,645+236.6% | $10,133+154.0% |