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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 | $416,837 | $127,273+227.5% | $109,895+279.3% | $167,518+148.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 20.56% | 22.97%-2.4pp | 29.46%-8.9pp | 478.71%-458.2pp |
| Employer contribution / active EE | $3,360 | $3,324+1.1% | $2,843+18.2% | $4,838-30.6% |
| Participant deferral / active EE | $5,409 | $4,515+19.8% | $4,049+33.6% | $6,342-14.7% |
| Admin fee / account holder | $30,525 | $7,117+328.9% | $6,067+403.1% | $12,312+147.9% |