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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 | $273,926 | $107,809+154.1% | $90,657+202.2% | $135,380+102.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 2.59% | -0.90%+3.5pp | 1.89%+0.7pp | 519.81%-517.2pp |
| Employer contribution / active EE | $5,970 | $3,018+97.8% | $2,532+135.8% | $4,779+24.9% |
| Participant deferral / active EE | $24,500 | $3,872+532.8% | $3,424+615.5% | $5,609+336.8% |
| Admin fee / account holder | $507 | $5,931-91.5% | $4,994-89.8% | $10,828-95.3% |