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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 | $366,758 | $154,209+137.8% | $130,062+182.0% | $139,487+162.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.55% | 32.52%-18.0pp | -137.37%+151.9pp | 373.84%-359.3pp |
| Employer contribution / active EE | $13,451 | $5,292+154.2% | $4,322+211.2% | $4,755+182.9% |
| Participant deferral / active EE | $8,763 | $6,709+30.6% | $5,821+50.6% | $6,713+30.5% |
| Admin fee / account holder | $6,007 | $13,988-57.1% | $10,601-43.3% | $11,407-47.3% |