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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 | $256,535 | $112,131+128.8% | $95,964+167.3% | $158,982+61.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.14% | 171.19%-161.1pp | 91.64%-81.5pp | 302.99%-292.9pp |
| Employer contribution / active EE | $3,467 | $3,199+8.4% | $2,541+36.4% | $4,763-27.2% |
| Participant deferral / active EE | $4,007 | $4,784-16.2% | $4,167-3.8% | $5,983-33.0% |
| Admin fee / account holder | $1,846 | $10,136-81.8% | $6,797-72.8% | $11,252-83.6% |