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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 | $251,187 | $88,672+183.3% | $105,223+138.7% | $82,448+204.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 30.83% | 30.86%0pp | 180.65%-149.8pp | 41.64%-10.8pp |
| Employer contribution / active EE | $4,204 | $3,048+37.9% | $3,689+14.0% | $2,551+64.8% |
| Participant deferral / active EE | $7,180 | $4,036+77.9% | $5,072+41.6% | $4,139+73.5% |
| Admin fee / account holder | $8,033 | $7,146+12.4% | $8,859-9.3% | $7,234+11.0% |