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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 | $284,768 | $147,594+92.9% | $121,871+133.7% | $198,609+43.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 18.11% | 12.94%+5.2pp | 13.57%+4.5pp | 202.70%-184.6pp |
| Employer contribution / active EE | $5,474 | $3,007+82.0% | $2,731+100.4% | $5,055+8.3% |
| Participant deferral / active EE | $17,000 | $5,168+228.9% | $4,318+293.7% | $6,977+143.7% |
| Admin fee / account holder | $5,406 | $15,134-64.3% | $11,551-53.2% | $19,030-71.6% |