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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 | $250,762 | $140,592+78.4% | $123,105+103.7% | $125,389+100.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.03% | 16.80%-17.8pp | 13.22%-14.3pp | 282.24%-283.3pp |
| Employer contribution / active EE | $10,551 | $6,041+74.7% | $5,151+104.8% | $4,866+116.8% |
| Participant deferral / active EE | $10,381 | $6,980+48.7% | $6,229+66.6% | $5,352+94.0% |
| Admin fee / account holder | $9,044 | $11,198-19.2% | $9,014+0.3% | $9,541-5.2% |