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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 | $256,807 | $106,247+141.7% | $96,515+166.1% | $139,466+84.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.51% | 38.47%-27.0pp | 35.73%-24.2pp | 373.66%-362.1pp |
| Employer contribution / active EE | $987 | $4,106-76.0% | $3,740-73.6% | $4,754-79.2% |
| Participant deferral / active EE | $30,000 | $5,456+449.9% | $4,880+514.8% | $6,712+347.0% |
| Admin fee / account holder | $2,622 | $7,885-66.7% | $6,735-61.1% | $11,409-77.0% |