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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 | $274,810 | $124,330+121.0% | $109,173+151.7% | $167,536+64.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.51% | 26.04%-15.5pp | 25.75%-15.2pp | 478.82%-468.3pp |
| Employer contribution / active EE | $2,305 | $4,209-45.2% | $3,723-38.1% | $4,839-52.4% |
| Participant deferral / active EE | $6,648 | $5,256+26.5% | $4,654+42.9% | $6,342+4.8% |
| Admin fee / account holder | $1,419 | $7,974-82.2% | $6,755-79.0% | $12,315-88.5% |