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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 | $325,650 | $97,020+235.7% | $83,322+290.8% | $135,379+140.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 9.05% | 12.31%-3.3pp | 10.64%-1.6pp | 519.79%-510.7pp |
| Employer contribution / active EE | $3,589 | $4,144-13.4% | $3,379+6.2% | $4,779-24.9% |
| Participant deferral / active EE | $5,911 | $5,964-0.9% | $5,565+6.2% | $5,609+5.4% |
| Admin fee / account holder | $17,954 | $8,426+113.1% | $7,540+138.1% | $10,828+65.8% |