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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 | $278,970 | $106,247+162.6% | $96,515+189.0% | $139,466+100.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.54% | 38.47%-26.9pp | 35.73%-24.2pp | 373.66%-362.1pp |
| Employer contribution / active EE | $3,428 | $4,106-16.5% | $3,740-8.3% | $4,754-27.9% |
| Participant deferral / active EE | $7,106 | $5,456+30.2% | $4,880+45.6% | $6,712+5.9% |
| Admin fee / account holder | $2,808 | $7,885-64.4% | $6,735-58.3% | $11,409-75.4% |