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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 | $329,447 | $149,741+120.0% | $118,914+177.0% | $158,982+107.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 19.26% | 19.94%-0.7pp | 35.89%-16.6pp | 302.99%-283.7pp |
| Employer contribution / active EE | $13,440 | $4,119+226.3% | $3,264+311.7% | $4,763+182.2% |
| Participant deferral / active EE | $4,927 | $5,226-5.7% | $4,266+15.5% | $5,983-17.7% |
| Admin fee / account holder | $3,047 | $8,607-64.6% | $6,582-53.7% | $11,252-72.9% |