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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 | $288,590 | $111,814+158.1% | $103,374+179.2% | $145,959+97.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.22% | 24.77%-9.5pp | 24.89%-9.7pp | 561.95%-546.7pp |
| Employer contribution / active EE | $10,515 | $4,214+149.5% | $3,869+171.8% | $4,661+125.6% |
| Participant deferral / active EE | $10,117 | $5,618+80.1% | $5,058+100.0% | $6,689+51.3% |
| Admin fee / account holder | $3,583 | $9,754-63.3% | $8,394-57.3% | $13,398-73.3% |