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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 | $288,983 | $167,533+72.5% | $151,645+90.6% | $134,545+114.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.83% | 7.81%-19.6pp | 3.34%-15.2pp | 418.37%-430.2pp |
| Employer contribution / active EE | $5,053 | $6,828-26.0% | $6,165-18.0% | $4,742+6.6% |
| Participant deferral / active EE | $15,990 | $8,985+78.0% | $8,363+91.2% | $6,401+149.8% |
| Admin fee / account holder | $536 | $13,781-96.1% | $11,614-95.4% | $11,431-95.3% |