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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 | $264,211 | $127,790+106.8% | $106,555+148.0% | $167,536+57.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.16% | 33.88%-18.7pp | 26.80%-11.6pp | 478.82%-463.7pp |
| Employer contribution / active EE | $10,921 | $3,428+218.6% | $2,819+287.3% | $4,839+125.7% |
| Participant deferral / active EE | $6,759 | $5,088+32.8% | $4,399+53.7% | $6,342+6.6% |
| Admin fee / account holder | $3,017 | $11,229-73.1% | $7,408-59.3% | $12,315-75.5% |