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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 | $251,930 | $97,751+157.7% | $103,447+143.5% | $145,877+72.7% |
| Participation rate | 95.0% | 81.1%+13.9pp | 80.5%+14.5pp | 80.3%+14.7pp |
| Annual return | 13.51% | 25.43%-11.9pp | 23.92%-10.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $10,039 | $4,684+114.3% | $4,678+114.6% | $4,663+115.3% |
| Participant deferral / active EE | $3,414 | $6,603-48.3% | $6,624-48.5% | $6,691-49.0% |
| Admin fee / account holder | $4,815 | $12,515-61.5% | $9,415-48.9% | $13,402-64.1% |