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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 | $378,311 | $105,960+257.0% | $81,726+362.9% | $158,982+138.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 12.75% | 38.19%-25.4pp | 29.49%-16.7pp | 302.99%-290.2pp |
| Employer contribution / active EE | $1,036 | $7,805-86.7% | $4,311-76.0% | $4,763-78.2% |
| Participant deferral / active EE | $3,650 | $13,011-71.9% | $7,108-48.7% | $5,983-39.0% |
| Admin fee / account holder | $2,017 | $8,494-76.3% | $5,160-60.9% | $11,252-82.1% |