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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 | $335,127 | $154,159+117.4% | $130,026+157.7% | $139,456+140.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 23.18% | 32.50%-9.3pp | -137.26%+160.4pp | 373.45%-350.3pp |
| Employer contribution / active EE | $1,857 | $5,292-64.9% | $4,321-57.0% | $4,753-60.9% |
| Participant deferral / active EE | $4,800 | $6,710-28.5% | $5,821-17.5% | $6,711-28.5% |
| Admin fee / account holder | $1,887 | $14,001-86.5% | $10,608-82.2% | $11,407-83.5% |