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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 | $330,893 | $110,379+199.8% | $102,412+223.1% | $145,884+126.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 22.87% | 24.84%-2.0pp | 24.94%-2.1pp | 551.85%-529.0pp |
| Employer contribution / active EE | $7,933 | $4,216+88.2% | $3,870+105.0% | $4,662+70.2% |
| Participant deferral / active EE | $7,643 | $5,622+36.0% | $5,060+51.0% | $6,690+14.2% |
| Admin fee / account holder | $3,279 | $9,745-66.3% | $8,388-60.9% | $13,392-75.5% |