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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 | $336,578 | $127,790+163.4% | $106,554+215.9% | $167,553+100.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.02% | 33.88%-18.9pp | 26.80%-11.8pp | 478.89%-463.9pp |
| Employer contribution / active EE | $19,635 | $3,427+472.9% | $2,819+596.5% | $4,840+305.7% |
| Participant deferral / active EE | $23,833 | $5,088+368.4% | $4,398+441.9% | $6,343+275.8% |
| Admin fee / account holder | $6,118 | $11,231-45.5% | $7,408-17.4% | $12,316-50.3% |