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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 | $273,675 | $118,496+131.0% | $98,461+178.0% | $139,466+96.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.82% | 18.96%-3.1pp | 21.17%-5.4pp | 373.66%-357.8pp |
| Employer contribution / active EE | $13,593 | $3,611+276.5% | $3,049+345.9% | $4,754+185.9% |
| Participant deferral / active EE | $9,337 | $5,393+73.1% | $4,738+97.1% | $6,712+39.1% |
| Admin fee / account holder | $315 | $14,056-97.8% | $8,961-96.5% | $11,409-97.2% |