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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 | $261,137 | $167,533+55.9% | $151,645+72.2% | $134,545+94.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.44% | 7.81%-22.3pp | 3.34%-17.8pp | 418.37%-432.8pp |
| Employer contribution / active EE | $9,337 | $6,828+36.7% | $6,165+51.5% | $4,742+96.9% |
| Participant deferral / active EE | $6,149 | $8,985-31.6% | $8,363-26.5% | $6,401-3.9% |
| Admin fee / account holder | $17,723 | $13,781+28.6% | $11,614+52.6% | $11,431+55.1% |