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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 | $316,777 | $129,959+143.8% | $104,301+203.7% | $134,509+135.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 14.24% | 42.04%-27.8pp | 24.61%-10.4pp | 418.13%-403.9pp |
| Employer contribution / active EE | $5,316 | $4,185+27.0% | $3,373+57.6% | $4,741+12.1% |
| Participant deferral / active EE | $5,341 | $5,589-4.4% | $4,626+15.5% | $6,400-16.5% |
| Admin fee / account holder | $13,824 | $9,325+48.2% | $7,340+88.3% | $11,427+21.0% |