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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 | $268,861 | $817,678-67.1% | $392,568-31.5% | $152,897+75.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.5%+17.5pp |
| Annual return | 19.41% | 22.84%-3.4pp | 24.42%-5.0pp | 345.43%-326.0pp |
| Employer contribution / active EE | $4,459 | $5,502-19.0% | $3,783+17.9% | $4,764-6.4% |
| Participant deferral / active EE | $7,959 | $8,398-5.2% | $5,985+33.0% | $5,851+36.0% |
| Admin fee / account holder | $1,579 | $12,095-86.9% | $6,260-74.8% | $11,599-86.4% |