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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 | $277,830 | $125,778+120.9% | $114,563+142.5% | $154,746+79.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 12.16% | 295.14%-283.0pp | 241.09%-228.9pp | 172.34%-160.2pp |
| Employer contribution / active EE | $6,806 | $2,806+142.6% | $2,592+162.6% | $4,379+55.4% |
| Participant deferral / active EE | $13,634 | $4,445+206.8% | $4,142+229.2% | $6,730+102.6% |
| Admin fee / account holder | $2,757 | $8,190-66.3% | $7,623-63.8% | $14,365-80.8% |