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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 | $309,202 | $106,247+191.0% | $96,515+220.4% | $139,466+121.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.45% | 38.47%-24.0pp | 35.73%-21.3pp | 373.66%-359.2pp |
| Employer contribution / active EE | $6,093 | $4,106+48.4% | $3,740+62.9% | $4,754+28.2% |
| Participant deferral / active EE | $7,570 | $5,456+38.7% | $4,880+55.1% | $6,712+12.8% |
| Admin fee / account holder | $5,743 | $7,885-27.2% | $6,735-14.7% | $11,409-49.7% |