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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 | $302,609 | $111,814+170.6% | $103,378+192.7% | $145,978+107.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.22% | 24.80%-13.6pp | 24.91%-13.7pp | 550.52%-539.3pp |
| Employer contribution / active EE | $8,445 | $4,215+100.4% | $3,870+118.2% | $4,662+81.2% |
| Participant deferral / active EE | $23,000 | $5,618+309.4% | $5,058+354.8% | $6,690+243.8% |
| Admin fee / account holder | $2,472 | $9,764-74.7% | $8,401-70.6% | $13,400-81.6% |