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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 | $317,617 | $182,442+74.1% | $163,379+94.4% | $138,895+128.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 12.41% | 72.74%-60.3pp | 63.41%-51.0pp | 145.39%-133.0pp |
| Employer contribution / active EE | $9,500 | $4,159+128.4% | $3,752+153.2% | $4,194+126.5% |
| Participant deferral / active EE | $7,500 | $6,817+10.0% | $6,282+19.4% | $6,396+17.3% |
| Admin fee / account holder | $2,777 | $10,396-73.3% | $9,818-71.7% | $12,562-77.9% |