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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 | $257,448 | $93,098+176.5% | $77,081+234.0% | $134,509+91.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 2.61% | 62.63%-60.0pp | 42.33%-39.7pp | 418.13%-415.5pp |
| Employer contribution / active EE | $1,782 | $3,419-47.9% | $2,813-36.7% | $4,741-62.4% |
| Participant deferral / active EE | $1,551 | $5,239-70.4% | $4,428-65.0% | $6,400-75.8% |
| Admin fee / account holder | $550 | $6,945-92.1% | $5,427-89.9% | $11,427-95.2% |