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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 | $385,552 | $110,212+249.8% | $96,534+299.4% | $139,466+176.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 21.17% | 26.42%-5.2pp | 25.88%-4.7pp | 373.66%-352.5pp |
| Employer contribution / active EE | $6,927 | $3,620+91.4% | $2,965+133.6% | $4,754+45.7% |
| Participant deferral / active EE | $7,580 | $5,547+36.6% | $4,851+56.2% | $6,712+12.9% |
| Admin fee / account holder | $2,634 | $11,599-77.3% | $8,253-68.1% | $11,409-76.9% |