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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 | $255,344 | $123,155+107.3% | $108,753+134.8% | $155,188+64.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 14.09% | 44.73%-30.6pp | 37.47%-23.4pp | 148.84%-134.7pp |
| Employer contribution / active EE | $39,715 | $2,811+1312.7% | $2,427+1536.7% | $4,248+835.0% |
| Participant deferral / active EE | $30,495 | $4,623+559.6% | $4,115+641.1% | $6,531+366.9% |
| Admin fee / account holder | $2,361 | $12,126-80.5% | $10,320-77.1% | $14,480-83.7% |