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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 | $357,787 | $211,224+69.4% | $178,505+100.4% | $145,897+145.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.83% | 30.28%-21.5pp | 27.16%-18.3pp | 552.29%-543.5pp |
| Employer contribution / active EE | $2,021 | $4,577-55.8% | $3,955-48.9% | $4,663-56.7% |
| Participant deferral / active EE | $3,452 | $6,966-50.4% | $6,280-45.0% | $6,689-48.4% |
| Admin fee / account holder | $5,406 | $12,109-55.4% | $10,428-48.2% | $13,390-59.6% |