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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 | $330,198 | $78,423+321.0% | $95,964+244.1% | $79,856+313.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 10.77% | 19.37%-8.6pp | 91.64%-80.9pp | 31.71%-20.9pp |
| Employer contribution / active EE | $3,398 | $1,945+74.6% | $2,541+33.7% | $2,471+37.5% |
| Participant deferral / active EE | $12,351 | $3,440+259.0% | $4,167+196.4% | $3,741+230.2% |
| Admin fee / account holder | $352 | $5,622-93.7% | $6,797-94.8% | $5,306-93.4% |