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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 | $254,189 | $102,638+147.7% | $81,982+210.1% | $158,982+59.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 19.25% | 61.05%-41.8pp | 41.31%-22.1pp | 302.99%-283.7pp |
| Employer contribution / active EE | $3,226 | $3,241-0.4% | $2,498+29.1% | $4,763-32.3% |
| Participant deferral / active EE | $8,767 | $4,649+88.6% | $3,722+135.5% | $5,983+46.5% |
| Admin fee / account holder | $4,784 | $8,237-41.9% | $5,665-15.5% | $11,252-57.5% |