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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 | $390,090 | $157,304+148.0% | $141,197+176.3% | $152,909+155.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.95% | 64.34%-43.4pp | 71.41%-50.5pp | 345.46%-324.5pp |
| Employer contribution / active EE | $2,859 | $5,263-45.7% | $4,736-39.6% | $4,764-40.0% |
| Participant deferral / active EE | $6,150 | $7,111-13.5% | $6,710-8.4% | $5,851+5.1% |
| Admin fee / account holder | $18,955 | $12,126+56.3% | $10,265+84.7% | $11,601+63.4% |