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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 | $251,757 | $78,670+220.0% | $109,173+130.6% | $85,847+193.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 24.19% | 25.09%-0.9pp | 25.75%-1.6pp | 318.61%-294.4pp |
| Employer contribution / active EE | $7,802 | $2,734+185.4% | $3,723+109.6% | $2,565+204.1% |
| Participant deferral / active EE | $3,767 | $3,467+8.6% | $4,654-19.1% | $3,952-4.7% |
| Admin fee / account holder | $6,248 | $5,469+14.2% | $6,755-7.5% | $6,261-0.2% |