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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 | $443,504 | $127,790+247.1% | $106,554+316.2% | $167,553+164.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.20% | 33.88%-21.7pp | 26.80%-14.6pp | 478.89%-466.7pp |
| Employer contribution / active EE | $1,822 | $3,427-46.8% | $2,819-35.4% | $4,840-62.3% |
| Participant deferral / active EE | $8,413 | $5,088+65.3% | $4,398+91.3% | $6,343+32.6% |
| Admin fee / account holder | $8,396 | $11,231-25.2% | $7,408+13.3% | $12,316-31.8% |