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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 | $448,509 | $131,835+240.2% | $108,582+313.1% | $273,972+63.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.89% | -91.57%+100.5pp | -51.70%+60.6pp | 41.46%-32.6pp |
| Employer contribution / active EE | $9,093 | $4,913+85.1% | $3,758+141.9% | $4,869+86.8% |
| Participant deferral / active EE | $14,744 | $5,127+187.5% | $4,311+242.0% | $5,287+178.9% |
| Admin fee / account holder | $5,916 | $10,253-42.3% | $7,645-22.6% | $10,133-41.6% |