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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 | $315,746 | $132,634+138.1% | $115,768+172.7% | $137,256+130.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 11.82% | 160.70%-148.9pp | 100.46%-88.6pp | 220.34%-208.5pp |
| Employer contribution / active EE | $6,073 | $3,360+80.8% | $2,940+106.6% | $4,156+46.1% |
| Participant deferral / active EE | $11,828 | $5,619+110.5% | $4,917+140.6% | $6,407+84.6% |
| Admin fee / account holder | $1,869 | $15,028-87.6% | $12,439-85.0% | $12,270-84.8% |