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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 | $272,236 | $117,829+131.0% | $102,423+165.8% | $145,877+86.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.72% | 31.83%-20.1pp | 29.42%-17.7pp | 551.28%-539.6pp |
| Employer contribution / active EE | $16,356 | $3,615+352.5% | $3,023+441.1% | $4,663+250.8% |
| Participant deferral / active EE | $11,686 | $5,732+103.9% | $5,054+131.2% | $6,691+74.7% |
| Admin fee / account holder | $5,119 | $13,335-61.6% | $9,455-45.9% | $13,402-61.8% |