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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 | $388,712 | $134,817+188.3% | $123,973+213.5% | $155,188+150.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 8.39% | 515.49%-507.1pp | 388.13%-379.7pp | 148.84%-140.5pp |
| Employer contribution / active EE | $2,903 | $4,425-34.4% | $4,126-29.6% | $4,248-31.7% |
| Participant deferral / active EE | $12,464 | $5,706+118.4% | $5,247+137.5% | $6,531+90.8% |
| Admin fee / account holder | $5,521 | $13,245-58.3% | $11,799-53.2% | $14,480-61.9% |