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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 | $291,738 | $106,267+174.5% | $96,520+202.3% | $139,456+109.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.42% | 38.45%-19.0pp | 35.72%-16.3pp | 373.45%-354.0pp |
| Employer contribution / active EE | $4,994 | $4,105+21.7% | $3,739+33.6% | $4,753+5.1% |
| Participant deferral / active EE | $5,227 | $5,454-4.2% | $4,879+7.1% | $6,711-22.1% |
| Admin fee / account holder | $464 | $7,882-94.1% | $6,733-93.1% | $11,407-95.9% |