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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 | $366,256 | $161,352+127.0% | $134,172+173.0% | $137,256+166.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 15.41% | 28.72%-13.3pp | 25.30%-9.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,444 | $4,099-64.8% | $3,420-57.8% | $4,156-65.3% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $10,000 | $15,028-33.5% | $12,016-16.8% | $12,270-18.5% |