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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 | $352,380 | $110,337+219.4% | $102,383+244.2% | $145,877+141.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.08% | 24.83%-10.8pp | 24.94%-10.9pp | 551.28%-537.2pp |
| Employer contribution / active EE | $17,468 | $4,216+314.3% | $3,870+351.3% | $4,663+274.6% |
| Participant deferral / active EE | $10,167 | $5,621+80.9% | $5,060+100.9% | $6,691+52.0% |
| Admin fee / account holder | $5,206 | $9,750-46.6% | $8,391-38.0% | $13,402-61.2% |