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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 | $304,849 | $129,737+135.0% | $119,126+155.9% | $154,746+97.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.53% | 379.08%-368.5pp | 282.11%-271.6pp | 172.34%-161.8pp |
| Employer contribution / active EE | $3,291 | $4,375-24.8% | $4,034-18.4% | $4,379-24.8% |
| Participant deferral / active EE | $17,372 | $5,842+197.4% | $5,318+226.7% | $6,730+158.1% |
| Admin fee / account holder | $4,309 | $11,961-64.0% | $10,693-59.7% | $14,365-70.0% |