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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 | $318,117 | $201,370+58.0% | $184,256+72.6% | $145,897+118.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.10% | 29.05%-18.9pp | 28.85%-18.7pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,732 | $7,024-75.3% | $6,427-73.1% | $4,663-62.9% |
| Participant deferral / active EE | $8,205 | $9,808-16.3% | $9,133-10.2% | $6,689+22.7% |
| Admin fee / account holder | $2,868 | $16,364-82.5% | $13,899-79.4% | $13,390-78.6% |