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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 | $349,300 | $58,099+501.2% | $76,872+354.4% | $75,173+364.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 16.44% | 26.71%-10.3pp | 37.90%-21.5pp | 160.72%-144.3pp |
| Employer contribution / active EE | $8,528 | $1,996+327.4% | $2,533+236.6% | $2,671+219.3% |
| Participant deferral / active EE | $2,614 | $2,999-12.8% | $3,832-31.8% | $4,126-36.6% |
| Admin fee / account holder | $14,576 | $4,778+205.1% | $5,476+166.2% | $5,651+157.9% |