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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 | $297,067 | $117,895+152.0% | $102,460+189.9% | $145,897+103.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.22% | 31.92%-21.7pp | 29.47%-19.2pp | 552.29%-542.1pp |
| Employer contribution / active EE | $9,194 | $3,619+154.0% | $3,025+203.9% | $4,663+97.2% |
| Participant deferral / active EE | $7,303 | $5,736+27.3% | $5,056+44.4% | $6,689+9.2% |
| Admin fee / account holder | $14,340 | $13,353+7.4% | $9,460+51.6% | $13,390+7.1% |