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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 | $257,171 | $118,877+116.3% | $96,570+166.3% | $167,536+53.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.60% | 50.50%-32.9pp | 37.79%-20.2pp | 478.82%-461.2pp |
| Employer contribution / active EE | $5,025 | $3,121+61.0% | $2,357+113.2% | $4,839+3.8% |
| Participant deferral / active EE | $7,791 | $4,617+68.8% | $3,849+102.4% | $6,342+22.8% |
| Admin fee / account holder | $5,017 | $8,069-37.8% | $6,182-18.8% | $12,315-59.3% |