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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 | $335,532 | $110,379+204.0% | $102,412+227.6% | $145,884+130.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.42% | 24.84%-12.4pp | 24.94%-12.5pp | 551.85%-539.4pp |
| Employer contribution / active EE | $4,562 | $4,216+8.2% | $3,870+17.9% | $4,662-2.2% |
| Participant deferral / active EE | $13,596 | $5,622+141.9% | $5,060+168.7% | $6,690+103.2% |
| Admin fee / account holder | $782 | $9,745-92.0% | $8,388-90.7% | $13,392-94.2% |