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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 | $251,363 | $127,387+97.3% | $115,038+118.5% | $125,389+100.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.74% | 31.28%-29.5pp | 26.14%-24.4pp | 282.24%-280.5pp |
| Employer contribution / active EE | $3,379 | $5,166-34.6% | $4,608-26.7% | $4,866-30.6% |
| Participant deferral / active EE | $11,751 | $6,423+82.9% | $6,026+95.0% | $5,352+119.6% |
| Admin fee / account holder | $1,026 | $9,516-89.2% | $8,175-87.4% | $9,541-89.2% |