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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 | $324,975 | $152,592+113.0% | $125,180+159.6% | $152,885+112.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.73% | 54.84%-34.1pp | 43.79%-23.1pp | 345.39%-324.7pp |
| Employer contribution / active EE | $5,697 | $4,947+15.2% | $3,866+47.4% | $4,763+19.6% |
| Participant deferral / active EE | $6,680 | $5,868+13.8% | $4,937+35.3% | $5,851+14.2% |
| Admin fee / account holder | $515 | $13,435-96.2% | $9,703-94.7% | $11,598-95.6% |