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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 | $336,926 | $127,273+164.7% | $109,895+206.6% | $167,518+101.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 13.51% | 22.97%-9.5pp | 29.46%-16.0pp | 478.71%-465.2pp |
| Employer contribution / active EE | $2,034 | $3,324-38.8% | $2,843-28.5% | $4,838-58.0% |
| Participant deferral / active EE | $2,034 | $4,515-55.0% | $4,049-49.8% | $6,342-67.9% |
| Admin fee / account holder | $4,057 | $7,117-43.0% | $6,067-33.1% | $12,312-67.0% |