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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 | $399,420 | $157,276+154.0% | $141,177+182.9% | $152,885+161.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.51% | 64.33%-40.8pp | 71.40%-47.9pp | 345.39%-321.9pp |
| Employer contribution / active EE | $5,917 | $5,262+12.4% | $4,736+24.9% | $4,763+24.2% |
| Participant deferral / active EE | $5,987 | $7,110-15.8% | $6,710-10.8% | $5,851+2.3% |
| Admin fee / account holder | $7,013 | $12,123-42.1% | $10,263-31.7% | $11,598-39.5% |