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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 | $348,782 | $131,835+164.6% | $108,582+221.2% | $273,972+27.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.96% | -91.57%+96.5pp | -51.70%+56.7pp | 41.46%-36.5pp |
| Employer contribution / active EE | $9,388 | $4,913+91.1% | $3,758+149.8% | $4,869+92.8% |
| Participant deferral / active EE | $17,694 | $5,127+245.1% | $4,311+310.5% | $5,287+234.7% |
| Admin fee / account holder | $519 | $10,253-94.9% | $7,645-93.2% | $10,133-94.9% |