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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 | $284,416 | $161,352+76.3% | $134,172+112.0% | $137,256+107.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 16.70% | 28.72%-12.0pp | 25.30%-8.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $9,093 | $4,099+121.8% | $3,420+165.9% | $4,156+118.8% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $12,985 | $15,028-13.6% | $12,016+8.1% | $12,270+5.8% |