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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 | $376,592 | $95,188+295.6% | $76,518+392.2% | $135,379+178.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 7.63% | 4.85%+2.8pp | -0.27%+7.9pp | 519.79%-512.2pp |
| Employer contribution / active EE | $3,333 | $3,303+0.9% | $2,647+25.9% | $4,779-30.2% |
| Participant deferral / active EE | $4,000 | $4,640-13.8% | $3,836+4.3% | $5,609-28.7% |
| Admin fee / account holder | $12,810 | $6,249+105.0% | $4,849+164.2% | $10,828+18.3% |