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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 | $405,839 | $101,618+299.4% | $93,063+336.1% | $137,256+195.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 18.96% | 223.95%-205.0pp | 34.15%-15.2pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,034 | $2,707-24.9% | $2,476-17.9% | $4,156-51.1% |
| Participant deferral / active EE | $2,034 | $4,279-52.5% | $3,958-48.6% | $6,407-68.3% |
| Admin fee / account holder | $4,487 | $6,198-27.6% | $6,033-25.6% | $12,270-63.4% |