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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 | $102,938+226.0% | $94,105+256.6% | $138,895+141.6% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 14.88% | 250.28%-235.4pp | 204.55%-189.7pp | 145.39%-130.5pp |
| Employer contribution / active EE | $5,411 | $2,732+98.1% | $2,504+116.0% | $4,194+29.0% |
| Participant deferral / active EE | $4,559 | $4,196+8.6% | $3,881+17.5% | $6,396-28.7% |
| Admin fee / account holder | $3,707 | $6,600-43.8% | $6,199-40.2% | $12,562-70.5% |