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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 | $380,638 | $154,209+146.8% | $130,062+192.7% | $139,487+172.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.49% | 32.52%-18.0pp | -137.37%+151.9pp | 373.84%-359.4pp |
| Employer contribution / active EE | $5,617 | $5,292+6.1% | $4,322+30.0% | $4,755+18.1% |
| Participant deferral / active EE | $2,915 | $6,709-56.6% | $5,821-49.9% | $6,713-56.6% |
| Admin fee / account holder | $2,365 | $13,988-83.1% | $10,601-77.7% | $11,407-79.3% |