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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 | $390,235 | $167,353+133.2% | $143,797+171.4% | $134,545+190.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 12.38% | 0.48%+11.9pp | -0.04%+12.4pp | 418.37%-406.0pp |
| Employer contribution / active EE | $2,251 | $5,620-59.9% | $4,952-54.5% | $4,742-52.5% |
| Participant deferral / active EE | $13,810 | $6,447+114.2% | $5,638+144.9% | $6,401+115.7% |
| Admin fee / account holder | $12,076 | $18,096-33.3% | $14,679-17.7% | $11,431+5.6% |