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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 | $264,027 | $76,551+244.9% | $123,894+113.1% | $62,881+319.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.26% | 18.68%-12.4pp | 47.52%-41.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $5,503 | $2,882+90.9% | $4,617+19.2% | $2,281+141.3% |
| Participant deferral / active EE | $9,261 | $4,840+91.3% | $5,984+54.8% | $3,203+189.1% |
| Admin fee / account holder | $1,707 | $4,826-64.6% | $8,357-79.6% | $4,296-60.3% |