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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 | $327,383 | $167,503+95.4% | $151,627+115.9% | $134,493+143.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 2.51% | 7.80%-5.3pp | 3.33%-0.8pp | 418.01%-415.5pp |
| Employer contribution / active EE | $8,336 | $6,829+22.1% | $6,166+35.2% | $4,740+75.9% |
| Participant deferral / active EE | $15,167 | $8,985+68.8% | $8,363+81.4% | $6,400+137.0% |
| Admin fee / account holder | $4,180 | $13,777-69.7% | $11,612-64.0% | $11,425-63.4% |