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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 | $566,953 | $114,013+397.3% | $103,693+446.8% | $155,188+265.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 11.06% | 49.31%-38.2pp | 47.61%-36.5pp | 148.84%-137.8pp |
| Employer contribution / active EE | $3,298 | $3,131+5.3% | $2,920+12.9% | $4,248-22.4% |
| Participant deferral / active EE | $13,662 | $4,970+174.9% | $4,579+198.4% | $6,531+109.2% |
| Admin fee / account holder | $94,459 | $8,407+1023.6% | $7,858+1102.1% | $14,480+552.4% |