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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 | $335,547 | $101,618+230.2% | $93,063+260.6% | $137,256+144.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 14.88% | 223.95%-209.1pp | 34.15%-19.3pp | 220.34%-205.5pp |
| Employer contribution / active EE | $5,411 | $2,707+99.9% | $2,476+118.5% | $4,156+30.2% |
| Participant deferral / active EE | $4,559 | $4,279+6.5% | $3,958+15.2% | $6,407-28.8% |
| Admin fee / account holder | $3,707 | $6,198-40.2% | $6,033-38.6% | $12,270-69.8% |