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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 | $254,404 | $127,387+99.7% | $115,038+121.1% | $125,389+102.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.18% | 31.28%-32.5pp | 26.14%-27.3pp | 282.24%-283.4pp |
| Employer contribution / active EE | $3,194 | $5,166-38.2% | $4,608-30.7% | $4,866-34.4% |
| Participant deferral / active EE | $8,633 | $6,423+34.4% | $6,026+43.3% | $5,352+61.3% |
| Admin fee / account holder | $1,286 | $9,516-86.5% | $8,175-84.3% | $9,541-86.5% |