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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 | $259,361 | $108,882+138.2% | $96,754+168.1% | $154,746+67.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 11.58% | 98.39%-86.8pp | 82.04%-70.5pp | 172.34%-160.8pp |
| Employer contribution / active EE | $2,178 | $3,018-27.8% | $2,679-18.7% | $4,379-50.3% |
| Participant deferral / active EE | $6,781 | $5,323+27.4% | $4,758+42.5% | $6,730+0.8% |
| Admin fee / account holder | $52,184 | $10,200+411.6% | $8,905+486.0% | $14,365+263.3% |