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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 | $377,675 | $154,209+144.9% | $130,062+190.4% | $139,487+170.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.70% | 32.52%-18.8pp | -137.37%+151.1pp | 373.84%-360.1pp |
| Employer contribution / active EE | $1,841 | $5,292-65.2% | $4,322-57.4% | $4,755-61.3% |
| Participant deferral / active EE | $16,200 | $6,709+141.5% | $5,821+178.3% | $6,713+141.3% |
| Admin fee / account holder | $8,000 | $13,988-42.8% | $10,601-24.5% | $11,407-29.9% |