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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 | $101,618+173.4% | $93,063+198.5% | $137,256+102.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 12.16% | 223.95%-211.8pp | 34.15%-22.0pp | 220.34%-208.2pp |
| Employer contribution / active EE | $6,806 | $2,707+151.4% | $2,476+174.9% | $4,156+63.8% |
| Participant deferral / active EE | $13,634 | $4,279+218.6% | $3,958+244.4% | $6,407+112.8% |
| Admin fee / account holder | $2,757 | $6,198-55.5% | $6,033-54.3% | $12,270-77.5% |