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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 | $337,047 | $227,597+48.1% | $189,575+77.8% | $167,536+101.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 7.67% | 78.44%-70.8pp | 64.19%-56.5pp | 478.82%-471.1pp |
| Employer contribution / active EE | $5,224 | $5,316-1.7% | $4,412+18.4% | $4,839+8.0% |
| Participant deferral / active EE | $6,291 | $7,002-10.2% | $6,174+1.9% | $6,342-0.8% |
| Admin fee / account holder | $2,527 | $11,877-78.7% | $9,806-74.2% | $12,315-79.5% |