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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 | $521,326 | $227,399+129.3% | $189,758+174.7% | $198,609+162.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.15% | 61.03%-50.9pp | 52.62%-42.5pp | 202.70%-192.5pp |
| Employer contribution / active EE | $1,589 | $5,526-71.3% | $4,767-66.7% | $5,055-68.6% |
| Participant deferral / active EE | $7,335 | $6,837+7.3% | $5,856+25.3% | $6,977+5.1% |
| Admin fee / account holder | $11,088 | $25,162-55.9% | $20,388-45.6% | $19,030-41.7% |