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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 | $272,873 | $86,050+217.1% | $189,758+43.8% | $94,015+190.2% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 13.11% | 17.77%-4.7pp | 52.62%-39.5pp | 17.84%-4.7pp |
| Employer contribution / active EE | $4,939 | $2,819+75.2% | $4,767+3.6% | $2,790+77.0% |
| Participant deferral / active EE | $10,385 | $3,349+210.1% | $5,856+77.3% | $4,249+144.4% |
| Admin fee / account holder | $754 | $6,627-88.6% | $20,388-96.3% | $8,951-91.6% |