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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 | $400,932 | $154,145+160.1% | $130,014+208.4% | $139,427+187.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.10% | 32.49%-15.4pp | -137.22%+154.3pp | 373.27%-356.2pp |
| Employer contribution / active EE | $2,661 | $5,290-49.7% | $4,320-38.4% | $4,752-44.0% |
| Participant deferral / active EE | $6,493 | $6,711-3.2% | $5,821+11.5% | $6,711-3.3% |
| Admin fee / account holder | $24,086 | $14,009+71.9% | $10,616+126.9% | $11,404+111.2% |