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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 | $662,614 | $131,835+402.6% | $108,582+510.2% | $273,970+141.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.26% | -91.57%+97.8pp | -51.70%+58.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $2,098 | $4,913-57.3% | $3,758-44.2% | $4,869-56.9% |
| Participant deferral / active EE | $9,150 | $5,127+78.5% | $4,311+112.3% | $5,287+73.1% |
| Admin fee / account holder | $182,021 | $10,253+1675.4% | $7,645+2280.9% | $10,132+1696.4% |