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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 | $318,449 | $106,236+199.8% | $96,496+230.0% | $139,427+128.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.08% | 38.43%-27.4pp | 35.70%-24.6pp | 373.27%-362.2pp |
| Employer contribution / active EE | $3,031 | $4,104-26.1% | $3,738-18.9% | $4,752-36.2% |
| Participant deferral / active EE | $6,748 | $5,455+23.7% | $4,879+38.3% | $6,711+0.6% |
| Admin fee / account holder | $43,100 | $7,879+447.0% | $6,731+540.4% | $11,404+277.9% |