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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 | $404,877 | $275,752+46.8% | $256,809+57.7% | $198,609+103.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 9.14% | 34.81%-25.7pp | 32.73%-23.6pp | 202.70%-193.6pp |
| Employer contribution / active EE | $2,112 | $7,721-72.6% | $7,263-70.9% | $5,055-58.2% |
| Participant deferral / active EE | $5,613 | $10,037-44.1% | $9,520-41.0% | $6,977-19.6% |
| Admin fee / account holder | $329 | $25,716-98.7% | $25,146-98.7% | $19,030-98.3% |