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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 | $531,937 | $127,790+316.3% | $106,555+399.2% | $167,536+217.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.15% | 33.88%-18.7pp | 26.80%-11.6pp | 478.82%-463.7pp |
| Employer contribution / active EE | $1,388 | $3,428-59.5% | $2,819-50.8% | $4,839-71.3% |
| Participant deferral / active EE | $6,891 | $5,088+35.4% | $4,399+56.7% | $6,342+8.6% |
| Admin fee / account holder | $2,533 | $11,229-77.4% | $7,408-65.8% | $12,315-79.4% |