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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 | $343,237 | $111,535+207.7% | $105,223+226.2% | $137,256+150.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.14% | 237.85%-223.7pp | 180.65%-166.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,570 | $3,939-34.8% | $3,689-30.3% | $4,156-38.2% |
| Participant deferral / active EE | $2,450 | $5,500-55.5% | $5,072-51.7% | $6,407-61.8% |
| Admin fee / account holder | $385 | $9,721-96.0% | $8,859-95.7% | $12,270-96.9% |