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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 | $269,645 | $104,251+158.7% | $91,004+196.3% | $147,586+82.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.33% | 27.06%-12.7pp | 4.60%+9.7pp | 578.59%-564.3pp |
| Employer contribution / active EE | $7,920 | $3,116+154.2% | $2,456+222.5% | $4,876+62.4% |
| Participant deferral / active EE | $7,920 | $4,195+88.8% | $3,548+123.3% | $5,439+45.6% |
| Admin fee / account holder | $853 | $8,948-90.5% | $5,417-84.3% | $10,886-92.2% |