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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 | $334,795 | $97,020+245.1% | $83,327+301.8% | $135,380+147.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 4.24% | 12.31%-8.1pp | 10.64%-6.4pp | 519.81%-515.6pp |
| Employer contribution / active EE | $25,532 | $4,144+516.2% | $3,379+655.6% | $4,779+434.3% |
| Participant deferral / active EE | $12,806 | $5,964+114.7% | $5,565+130.1% | $5,609+128.3% |
| Admin fee / account holder | $818 | $8,426-90.3% | $7,540-89.2% | $10,828-92.5% |