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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 | $445,148 | $117,829+277.8% | $102,423+334.6% | $145,877+205.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.21% | 31.83%-13.6pp | 29.42%-11.2pp | 551.28%-533.1pp |
| Employer contribution / active EE | $2,081 | $3,615-42.4% | $3,023-31.2% | $4,663-55.4% |
| Participant deferral / active EE | $8,268 | $5,732+44.2% | $5,054+63.6% | $6,691+23.6% |
| Admin fee / account holder | $2,177 | $13,335-83.7% | $9,455-77.0% | $13,402-83.8% |