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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 | $352,286 | $67,411+422.6% | $91,004+287.1% | $70,126+402.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 16.88% | -40.16%+57.0pp | 4.60%+12.3pp | 73.15%-56.3pp |
| Employer contribution / active EE | $7,985 | $1,786+347.1% | $2,456+225.2% | $2,343+240.9% |
| Participant deferral / active EE | $6,175 | $2,823+118.7% | $3,548+74.0% | $3,332+85.3% |
| Admin fee / account holder | $19,249 | $4,236+354.4% | $5,417+255.3% | $4,645+314.4% |