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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 | $446,300 | $135,905+228.4% | $126,068+254.0% | $198,609+124.7% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 7.16% | 14.07%-6.9pp | 15.01%-7.8pp | 202.70%-195.5pp |
| Employer contribution / active EE | $21,610 | $4,245+409.1% | $3,968+444.6% | $5,055+327.5% |
| Participant deferral / active EE | $13,006 | $8,523+52.6% | $8,214+58.3% | $6,977+86.4% |
| Admin fee / account holder | $3,725 | $21,036-82.3% | $18,264-79.6% | $19,030-80.4% |