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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 | $256,822 | $104,694+145.3% | $85,709+199.6% | $167,536+53.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.16% | 21.45%-10.3pp | 21.49%-10.3pp | 478.82%-467.7pp |
| Employer contribution / active EE | $1,360 | $3,337-59.2% | $2,619-48.1% | $4,839-71.9% |
| Participant deferral / active EE | $3,647 | $4,826-24.4% | $3,924-7.1% | $6,342-42.5% |
| Admin fee / account holder | $25,292 | $10,035+152.0% | $6,876+267.8% | $12,315+105.4% |