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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 | $463,866 | $124,351+273.0% | $109,188+324.8% | $167,553+176.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.99% | 26.04%-12.1pp | 25.76%-11.8pp | 478.89%-464.9pp |
| Employer contribution / active EE | $8,551 | $4,210+103.1% | $3,723+129.7% | $4,840+76.7% |
| Participant deferral / active EE | $7,736 | $5,257+47.2% | $4,654+66.2% | $6,343+22.0% |
| Admin fee / account holder | $8,391 | $7,975+5.2% | $6,755+24.2% | $12,316-31.9% |