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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 | $352,228 | $103,392+240.7% | $87,104+304.4% | $152,897+130.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 11.73% | 28.10%-16.4pp | 28.19%-16.5pp | 345.43%-333.7pp |
| Employer contribution / active EE | $5,946 | $3,221+84.6% | $2,521+135.8% | $4,764+24.8% |
| Participant deferral / active EE | $6,834 | $4,778+43.0% | $4,048+68.8% | $5,851+16.8% |
| Admin fee / account holder | $6,235 | $12,194-48.9% | $7,491-16.8% | $11,599-46.2% |