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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 | $344,319 | $225,673+52.6% | $203,872+68.9% | $155,188+121.9% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 16.74% | 95.91%-79.2pp | 85.11%-68.4pp | 148.84%-132.1pp |
| Employer contribution / active EE | $1,118 | $4,099-72.7% | $3,757-70.3% | $4,248-73.7% |
| Participant deferral / active EE | $3,587 | $6,893-48.0% | $6,388-43.8% | $6,531-45.1% |
| Admin fee / account holder | $39,120 | $12,327+217.3% | $11,730+233.5% | $14,480+170.2% |