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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 | $279,815 | $167,522+67.0% | $151,639+84.5% | $134,532+108.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.35% | 7.81%-24.2pp | 3.34%-19.7pp | 418.27%-434.6pp |
| Employer contribution / active EE | $14,657 | $6,828+114.7% | $6,165+137.8% | $4,741+209.2% |
| Participant deferral / active EE | $9,292 | $8,986+3.4% | $8,363+11.1% | $6,401+45.2% |
| Admin fee / account holder | $1,264 | $13,780-90.8% | $11,613-89.1% | $11,429-88.9% |