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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 | $439,121 | $154,159+184.8% | $130,026+237.7% | $139,456+214.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 10.67% | 32.50%-21.8pp | -137.26%+147.9pp | 373.45%-362.8pp |
| Employer contribution / active EE | $4,551 | $5,292-14.0% | $4,321+5.3% | $4,753-4.2% |
| Participant deferral / active EE | $28,850 | $6,710+330.0% | $5,821+395.7% | $6,711+329.9% |
| Admin fee / account holder | $2,082 | $14,001-85.1% | $10,608-80.4% | $11,407-81.8% |