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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 | $372,315 | $126,661+193.9% | $113,397+228.3% | $138,895+168.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 11.29% | 25.05%-13.8pp | 23.20%-11.9pp | 145.39%-134.1pp |
| Employer contribution / active EE | $9,239 | $3,456+167.3% | $2,977+210.3% | $4,194+120.3% |
| Participant deferral / active EE | $12,827 | $5,693+125.3% | $5,076+152.7% | $6,396+100.5% |
| Admin fee / account holder | $871 | $14,549-94.0% | $11,957-92.7% | $12,562-93.1% |