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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 | $258,202 | $117,895+119.0% | $102,460+152.0% | $145,897+77.0% |
| Participation rate | 94.1% | 78.6%+15.5pp | 76.5%+17.6pp | 80.3%+13.8pp |
| Annual return | 14.29% | 31.92%-17.6pp | 29.47%-15.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $6,671 | $3,619+84.3% | $3,025+120.5% | $4,663+43.1% |
| Participant deferral / active EE | $8,663 | $5,736+51.0% | $5,056+71.3% | $6,689+29.5% |
| Admin fee / account holder | $1,588 | $13,353-88.1% | $9,460-83.2% | $13,390-88.1% |