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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 | $259,082 | $211,239+22.6% | $178,528+45.1% | $145,877+77.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.95% | 30.22%-18.3pp | 27.11%-15.2pp | 551.28%-539.3pp |
| Employer contribution / active EE | $4,234 | $4,570-7.4% | $3,950+7.2% | $4,663-9.2% |
| Participant deferral / active EE | $10,585 | $6,963+52.0% | $6,278+68.6% | $6,691+58.2% |
| Admin fee / account holder | $734 | $12,095-93.9% | $10,419-93.0% | $13,402-94.5% |