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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 | $291,038 | $105,960+174.7% | $81,726+256.1% | $158,982+83.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 10.69% | 38.19%-27.5pp | 29.49%-18.8pp | 302.99%-292.3pp |
| Employer contribution / active EE | $7,607 | $7,805-2.5% | $4,311+76.4% | $4,763+59.7% |
| Participant deferral / active EE | $7,577 | $13,011-41.8% | $7,108+6.6% | $5,983+26.6% |
| Admin fee / account holder | $1,773 | $8,494-79.1% | $5,160-65.6% | $11,252-84.2% |