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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 | $302,545 | $117,829+156.8% | $102,423+195.4% | $145,877+107.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.87% | 31.83%-14.0pp | 29.42%-11.6pp | 551.28%-533.4pp |
| Employer contribution / active EE | $11,300 | $3,615+212.6% | $3,023+273.8% | $4,663+142.3% |
| Participant deferral / active EE | $6,656 | $5,732+16.1% | $5,054+31.7% | $6,691-0.5% |
| Admin fee / account holder | $8,549 | $13,335-35.9% | $9,455-9.6% | $13,402-36.2% |