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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 | $251,976 | $112,935+123.1% | $90,970+177.0% | $158,966+58.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 11.61% | 215.79%-204.2pp | 134.58%-123.0pp | 302.95%-291.3pp |
| Employer contribution / active EE | $1,452 | $2,895-49.8% | $2,122-31.6% | $4,762-69.5% |
| Participant deferral / active EE | $4,525 | $4,129+9.6% | $3,373+34.1% | $5,983-24.4% |
| Admin fee / account holder | $23,932 | $8,045+197.5% | $5,960+301.5% | $11,250+112.7% |