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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 | $374,915 | $100,203+274.2% | $85,240+339.8% | $145,897+157.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.36% | 84.28%-74.9pp | 66.75%-57.4pp | 552.29%-542.9pp |
| Employer contribution / active EE | $3,117 | $3,242-3.9% | $2,735+13.9% | $4,663-33.2% |
| Participant deferral / active EE | $9,080 | $5,299+71.4% | $4,527+100.6% | $6,689+35.7% |
| Admin fee / account holder | $4,186 | $7,265-42.4% | $6,165-32.1% | $13,390-68.7% |