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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 | $355,050 | $88,672+300.4% | $105,223+237.4% | $82,448+330.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 15.70% | 30.86%-15.2pp | 180.65%-165.0pp | 41.64%-25.9pp |
| Employer contribution / active EE | $3,861 | $3,048+26.7% | $3,689+4.7% | $2,551+51.3% |
| Participant deferral / active EE | $8,416 | $4,036+108.5% | $5,072+65.9% | $4,139+103.3% |
| Admin fee / account holder | $3,691 | $7,146-48.3% | $8,859-58.3% | $7,234-49.0% |