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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 | $378,301 | $106,280+255.9% | $96,538+291.9% | $139,487+171.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 23.05% | 38.48%-15.4pp | 35.74%-12.7pp | 373.84%-350.8pp |
| Employer contribution / active EE | $4,583 | $4,107+11.6% | $3,740+22.5% | $4,755-3.6% |
| Participant deferral / active EE | $5,000 | $5,457-8.4% | $4,880+2.4% | $6,713-25.5% |
| Admin fee / account holder | $769 | $7,888-90.3% | $6,737-88.6% | $11,407-93.3% |