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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 | $255,687 | $88,778+188.0% | $81,844+212.4% | $145,884+75.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.02% | 1033.03%-1019.0pp | 778.87%-764.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,943 | $3,087-37.1% | $2,916-33.4% | $4,662-58.3% |
| Participant deferral / active EE | $15,250 | $4,648+228.1% | $4,323+252.7% | $6,690+128.0% |
| Admin fee / account holder | $1,155 | $8,430-86.3% | $7,355-84.3% | $13,392-91.4% |