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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 | $358,173 | $154,209+132.3% | $130,062+175.4% | $139,487+156.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.19% | 32.52%-16.3pp | -137.37%+153.6pp | 373.84%-357.7pp |
| Employer contribution / active EE | $21,875 | $5,292+313.3% | $4,322+406.1% | $4,755+360.1% |
| Participant deferral / active EE | $8,260 | $6,709+23.1% | $5,821+41.9% | $6,713+23.1% |
| Admin fee / account holder | $1,564 | $13,988-88.8% | $10,601-85.2% | $11,407-86.3% |