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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 | $291,830 | $100,970+189.0% | $96,576+202.2% | $137,256+112.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.93% | 38.16%-23.2pp | 38.47%-23.5pp | 220.34%-205.4pp |
| Employer contribution / active EE | $5,630 | $3,809+47.8% | $3,553+58.4% | $4,156+35.5% |
| Participant deferral / active EE | $17,717 | $8,286+113.8% | $7,956+122.7% | $6,407+176.5% |
| Admin fee / account holder | $330,114 | $11,312+2818.3% | $11,381+2800.6% | $12,270+2590.4% |