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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 | $302,643 | $93,346+224.2% | $71,796+321.5% | $273,972+10.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.66% | 130.39%-123.7pp | 78.04%-71.4pp | 41.46%-34.8pp |
| Employer contribution / active EE | $2,074 | $2,733-24.1% | $1,924+7.8% | $4,869-57.4% |
| Participant deferral / active EE | $1,756 | $3,475-49.5% | $2,794-37.2% | $5,287-66.8% |
| Admin fee / account holder | $1,678 | $6,571-74.5% | $4,815-65.1% | $10,133-83.4% |