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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 | $359,237 | $87,733+309.5% | $106,555+237.1% | $85,847+318.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 12.69% | 21.86%-9.2pp | 26.80%-14.1pp | 318.61%-305.9pp |
| Employer contribution / active EE | $3,259 | $2,073+57.2% | $2,819+15.6% | $2,565+27.0% |
| Participant deferral / active EE | $6,458 | $3,469+86.1% | $4,399+46.8% | $3,952+63.4% |
| Admin fee / account holder | $4,480 | $6,767-33.8% | $7,408-39.5% | $6,261-28.4% |