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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 | $417,950 | $124,425+235.9% | $112,040+273.0% | $137,256+204.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.56% | 24.72%-11.2pp | 24.52%-11.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $5,739 | $3,411+68.2% | $2,954+94.3% | $4,156+38.1% |
| Participant deferral / active EE | $6,418 | $5,718+12.2% | $5,098+25.9% | $6,407+0.2% |
| Admin fee / account holder | $60,649 | $15,207+298.8% | $12,098+401.3% | $12,270+394.3% |