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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 | $258,100 | $88,203+192.6% | $165,100+56.3% | $74,478+246.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 16.49% | 17.13%-0.6pp | 70.21%-53.7pp | 1370.56%-1354.1pp |
| Employer contribution / active EE | $8,106 | $2,601+211.7% | $4,348+86.4% | $2,626+208.6% |
| Participant deferral / active EE | $3,023 | $4,505-32.9% | $6,035-49.9% | $4,350-30.5% |
| Admin fee / account holder | $17,775 | $2,235+695.3% | $12,696+40.0% | $1,946+813.5% |