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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 | $315,839 | $154,209+104.8% | $130,062+142.8% | $139,487+126.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.15% | 32.52%-17.4pp | -137.37%+152.5pp | 373.84%-358.7pp |
| Employer contribution / active EE | $13,722 | $5,292+159.3% | $4,322+217.5% | $4,755+188.6% |
| Participant deferral / active EE | $9,230 | $6,709+37.6% | $5,821+58.6% | $6,713+37.5% |
| Admin fee / account holder | $2,714 | $13,988-80.6% | $10,601-74.4% | $11,407-76.2% |