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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 | $366,206 | $126,113+190.4% | $116,096+215.4% | $155,188+136.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 5.17% | 391.72%-386.5pp | 326.25%-321.1pp | 148.84%-143.7pp |
| Employer contribution / active EE | $8,057 | $2,672+201.6% | $2,503+221.8% | $4,248+89.7% |
| Participant deferral / active EE | $5,551 | $4,162+33.4% | $3,952+40.5% | $6,531-15.0% |
| Admin fee / account holder | $4,485 | $8,045-44.3% | $7,704-41.8% | $14,480-69.0% |