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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 | $345,919 | $157,276+119.9% | $141,177+145.0% | $152,885+126.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.65% | 64.33%-39.7pp | 71.40%-46.7pp | 345.39%-320.7pp |
| Employer contribution / active EE | $2,014 | $5,262-61.7% | $4,736-57.5% | $4,763-57.7% |
| Participant deferral / active EE | $8,286 | $7,110+16.5% | $6,710+23.5% | $5,851+41.6% |
| Admin fee / account holder | $7,892 | $12,123-34.9% | $10,263-23.1% | $11,598-32.0% |