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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 | $364,031 | $64,311+466.0% | $57,356+534.7% | $125,389+190.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.96% | 25.14%-24.2pp | 24.41%-23.4pp | 282.24%-281.3pp |
| Employer contribution / active EE | $9,387 | $3,193+194.0% | $2,689+249.1% | $4,866+92.9% |
| Participant deferral / active EE | $12,621 | $3,846+228.2% | $3,162+299.2% | $5,352+135.8% |
| Admin fee / account holder | $4,376 | $5,243-16.5% | $3,357+30.4% | $9,541-54.1% |