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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 | $295,984 | $92,798+219.0% | $96,707+206.1% | $137,256+115.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 17.03% | 31.24%-14.2pp | 34.78%-17.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $8,832 | $4,147+113.0% | $4,191+110.7% | $4,156+112.5% |
| Participant deferral / active EE | $3,117 | $5,877-47.0% | $5,997-48.0% | $6,407-51.4% |
| Admin fee / account holder | $1,484 | $7,946-81.3% | $7,503-80.2% | $12,270-87.9% |