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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 | $256,757 | $105,856+142.6% | $90,161+184.8% | $147,586+74.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.58% | 37.63%-25.0pp | 34.89%-22.3pp | 578.59%-566.0pp |
| Employer contribution / active EE | $3,877 | $4,126-6.1% | $3,318+16.8% | $4,876-20.5% |
| Participant deferral / active EE | $5,854 | $5,733+2.1% | $5,287+10.7% | $5,439+7.6% |
| Admin fee / account holder | $24,892 | $8,046+209.4% | $5,943+318.8% | $10,886+128.7% |