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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 | $283,479 | $123,155+130.2% | $108,753+160.7% | $155,188+82.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 16.25% | 44.73%-28.5pp | 37.47%-21.2pp | 148.84%-132.6pp |
| Employer contribution / active EE | $11,500 | $2,811+309.1% | $2,427+373.9% | $4,248+170.7% |
| Participant deferral / active EE | $7,625 | $4,623+64.9% | $4,115+85.3% | $6,531+16.7% |
| Admin fee / account holder | $5,629 | $12,126-53.6% | $10,320-45.5% | $14,480-61.1% |