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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 | $289,253 | $127,387+127.1% | $115,038+151.4% | $125,389+130.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.76% | 31.28%-33.0pp | 26.14%-27.9pp | 282.24%-284.0pp |
| Employer contribution / active EE | $3,117 | $5,166-39.7% | $4,608-32.4% | $4,866-35.9% |
| Participant deferral / active EE | $14,450 | $6,423+125.0% | $6,026+139.8% | $5,352+170.0% |
| Admin fee / account holder | $1,816 | $9,516-80.9% | $8,175-77.8% | $9,541-81.0% |