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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 | $406,347 | $131,835+208.2% | $108,582+274.2% | $273,972+48.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.13% | -91.57%+95.7pp | -51.70%+55.8pp | 41.46%-37.3pp |
| Employer contribution / active EE | $6,166 | $4,913+25.5% | $3,758+64.1% | $4,869+26.6% |
| Participant deferral / active EE | $6,166 | $5,127+20.3% | $4,311+43.0% | $5,287+16.6% |
| Admin fee / account holder | $85,902 | $10,253+737.9% | $7,645+1023.6% | $10,133+747.8% |