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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 | $410,526 | $106,247+286.4% | $96,515+325.4% | $139,466+194.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.28% | 38.47%-26.2pp | 35.73%-23.4pp | 373.66%-361.4pp |
| Employer contribution / active EE | $6,525 | $4,106+58.9% | $3,740+74.5% | $4,754+37.3% |
| Participant deferral / active EE | $8,321 | $5,456+52.5% | $4,880+70.5% | $6,712+24.0% |
| Admin fee / account holder | $30,576 | $7,885+287.8% | $6,735+354.0% | $11,409+168.0% |