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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 | $368,443 | $90,397+307.6% | $76,002+384.8% | $145,959+152.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.05% | 621.97%-608.9pp | 360.07%-347.0pp | 561.95%-548.9pp |
| Employer contribution / active EE | $3,191 | $3,317-3.8% | $2,688+18.7% | $4,661-31.5% |
| Participant deferral / active EE | $5,579 | $5,163+8.0% | $4,257+31.1% | $6,689-16.6% |
| Admin fee / account holder | $3,103 | $8,369-62.9% | $6,414-51.6% | $13,398-76.8% |