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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 | $262,776 | $140,592+86.9% | $123,105+113.5% | $125,389+109.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.94% | 16.80%-19.7pp | 13.22%-16.2pp | 282.24%-285.2pp |
| Employer contribution / active EE | $2,598 | $6,041-57.0% | $5,151-49.6% | $4,866-46.6% |
| Participant deferral / active EE | $13,800 | $6,980+97.7% | $6,229+121.5% | $5,352+157.9% |
| Admin fee / account holder | $1,229 | $11,198-89.0% | $9,014-86.4% | $9,541-87.1% |