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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 | $360,847 | $132,634+172.1% | $115,768+211.7% | $137,256+162.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 12.39% | 160.70%-148.3pp | 100.46%-88.1pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,708 | $3,360-49.2% | $2,940-41.9% | $4,156-58.9% |
| Participant deferral / active EE | $7,894 | $5,619+40.5% | $4,917+60.6% | $6,407+23.2% |
| Admin fee / account holder | $97,260 | $15,028+547.2% | $12,439+681.9% | $12,270+692.7% |