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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 | $380,696 | $118,454+221.4% | $98,441+286.7% | $139,427+173.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 13.57% | 18.94%-5.4pp | 21.16%-7.6pp | 373.27%-359.7pp |
| Employer contribution / active EE | $1,648 | $3,610-54.3% | $3,048-45.9% | $4,752-65.3% |
| Participant deferral / active EE | $7,785 | $5,392+44.4% | $4,738+64.3% | $6,711+16.0% |
| Admin fee / account holder | $11,070 | $14,053-21.2% | $8,960+23.5% | $11,404-2.9% |