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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 | $264,058 | $140,592+87.8% | $123,106+114.5% | $125,393+110.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.28% | 16.80%-18.1pp | 13.22%-14.5pp | 282.23%-283.5pp |
| Employer contribution / active EE | $10,698 | $6,041+77.1% | $5,151+107.7% | $4,866+119.9% |
| Participant deferral / active EE | $8,012 | $6,980+14.8% | $6,229+28.6% | $5,351+49.7% |
| Admin fee / account holder | $7,030 | $11,198-37.2% | $9,015-22.0% | $9,541-26.3% |