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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 | $256,281 | $167,533+53.0% | $151,645+69.0% | $134,545+90.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.52% | 7.81%-18.3pp | 3.34%-13.9pp | 418.37%-428.9pp |
| Employer contribution / active EE | $10,774 | $6,828+57.8% | $6,165+74.8% | $4,742+127.2% |
| Participant deferral / active EE | $9,557 | $8,985+6.4% | $8,363+14.3% | $6,401+49.3% |
| Admin fee / account holder | $2,182 | $13,781-84.2% | $11,614-81.2% | $11,431-80.9% |