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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 | $264,885 | $211,946+25.0% | $169,452+56.3% | $135,382+95.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.18% | 3.26%-8.4pp | 1.83%-7.0pp | 519.77%-525.0pp |
| Employer contribution / active EE | $769 | $5,117-85.0% | $4,157-81.5% | $4,779-83.9% |
| Participant deferral / active EE | $1,294 | $6,075-78.7% | $5,277-75.5% | $5,609-76.9% |
| Admin fee / account holder | $9,986 | $11,472-12.9% | $9,110+9.6% | $10,829-7.8% |