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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 | $350,366 | $157,304+122.7% | $141,197+148.1% | $152,909+129.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.00% | 64.34%-41.3pp | 71.41%-48.4pp | 345.46%-322.5pp |
| Employer contribution / active EE | $1,142 | $5,263-78.3% | $4,736-75.9% | $4,764-76.0% |
| Participant deferral / active EE | $10,038 | $7,111+41.2% | $6,710+49.6% | $5,851+71.6% |
| Admin fee / account holder | $7,826 | $12,126-35.5% | $10,265-23.8% | $11,601-32.5% |