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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 | $326,600 | $87,542+273.1% | $75,782+331.0% | $125,393+160.5% |
| Participation rate | 83.3% | 80.2%+3.2pp | 75.8%+7.5pp | 83.2%+0.1pp |
| Annual return | 1.17% | 13.48%-12.3pp | 9.68%-8.5pp | 282.23%-281.1pp |
| Employer contribution / active EE | $8,635 | $3,930+119.7% | $3,323+159.8% | $4,866+77.5% |
| Participant deferral / active EE | $8,728 | $4,229+106.4% | $3,652+139.0% | $5,351+63.1% |
| Admin fee / account holder | $556 | $6,502-91.5% | $5,300-89.5% | $9,541-94.2% |