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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 | $347,195 | $124,425+179.0% | $112,040+209.9% | $137,256+153.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.55% | 24.72%-10.2pp | 24.52%-10.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $10,239 | $3,411+200.1% | $2,954+246.6% | $4,156+146.4% |
| Participant deferral / active EE | $9,641 | $5,718+68.6% | $5,098+89.1% | $6,407+50.5% |
| Admin fee / account holder | $5,631 | $15,207-63.0% | $12,098-53.5% | $12,270-54.1% |