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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 | $330,591 | $106,923+209.2% | $84,023+293.5% | $152,909+116.2% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 23.80% | 105.02%-81.2pp | 71.32%-47.5pp | 345.46%-321.7pp |
| Employer contribution / active EE | $2,061 | $2,735-24.6% | $1,984+3.9% | $4,764-56.7% |
| Participant deferral / active EE | $7,314 | $4,013+82.3% | $3,239+125.8% | $5,851+25.0% |
| Admin fee / account holder | $2,291 | $8,289-72.4% | $6,102-62.5% | $11,601-80.2% |