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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 | $139,948+157.8% | $121,663+196.6% | $154,746+133.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 12.39% | 230.52%-218.1pp | 147.54%-135.2pp | 172.34%-160.0pp |
| Employer contribution / active EE | $1,708 | $3,521-51.5% | $3,020-43.4% | $4,379-61.0% |
| Participant deferral / active EE | $7,894 | $5,629+40.2% | $4,887+61.5% | $6,730+17.3% |
| Admin fee / account holder | $97,260 | $17,321+461.5% | $14,289+580.7% | $14,365+577.1% |