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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 | $296,702 | $131,835+125.1% | $108,582+173.3% | $273,972+8.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.59% | -91.57%+102.2pp | -51.70%+62.3pp | 41.46%-30.9pp |
| Employer contribution / active EE | $16,897 | $4,913+243.9% | $3,758+349.6% | $4,869+247.0% |
| Participant deferral / active EE | $8,833 | $5,127+72.3% | $4,311+104.9% | $5,287+67.1% |
| Admin fee / account holder | $1,915 | $10,253-81.3% | $7,645-75.0% | $10,133-81.1% |