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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 | $339,140 | $152,394+122.5% | $124,067+173.4% | $155,188+118.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 66.9%+33.1pp | 80.8%+19.2pp |
| Annual return | 19.44% | 34.93%-15.5pp | 31.06%-11.6pp | 148.84%-129.4pp |
| Employer contribution / active EE | $31,206 | $2,398+1201.6% | $2,166+1341.0% | $4,248+634.6% |
| Participant deferral / active EE | $19,792 | $3,823+417.7% | $3,463+471.5% | $6,531+203.0% |
| Admin fee / account holder | $3,255 | $6,949-53.2% | $7,351-55.7% | $14,480-77.5% |