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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 | $385,255 | $213,785+80.2% | $185,441+107.8% | $155,188+148.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 17.22% | 19.97%-2.7pp | 20.16%-2.9pp | 148.84%-131.6pp |
| Employer contribution / active EE | $4,949 | $5,393-8.2% | $4,672+5.9% | $4,248+16.5% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,659 | $21,134-68.5% | $17,890-62.8% | $14,480-54.0% |