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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 | $154,209+160.0% | $130,062+208.3% | $139,487+187.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.10% | 32.52%-15.4pp | -137.37%+154.5pp | 373.84%-356.7pp |
| Employer contribution / active EE | $2,661 | $5,292-49.7% | $4,322-38.4% | $4,755-44.0% |
| Participant deferral / active EE | $6,493 | $6,709-3.2% | $5,821+11.5% | $6,713-3.3% |
| Admin fee / account holder | $24,086 | $13,988+72.2% | $10,601+127.2% | $11,407+111.1% |