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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 | $255,445 | $111,814+128.5% | $103,374+147.1% | $145,959+75.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.52% | 24.77%-11.2pp | 24.89%-11.4pp | 561.95%-548.4pp |
| Employer contribution / active EE | $3,814 | $4,214-9.5% | $3,869-1.4% | $4,661-18.2% |
| Participant deferral / active EE | $17,500 | $5,618+211.5% | $5,058+246.0% | $6,689+161.6% |
| Admin fee / account holder | $1,343 | $9,754-86.2% | $8,394-84.0% | $13,398-90.0% |