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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 | $279,052 | $69,977+298.8% | $108,582+157.0% | $62,881+343.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 8.12% | 10.73%-2.6pp | -51.70%+59.8pp | 20.14%-12.0pp |
| Employer contribution / active EE | $6,914 | $2,135+223.9% | $3,758+84.0% | $2,281+203.1% |
| Participant deferral / active EE | $3,121 | $3,165-1.4% | $4,311-27.6% | $3,203-2.6% |
| Admin fee / account holder | $3,744 | $5,076-26.3% | $7,645-51.0% | $4,296-12.9% |