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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 | $379,211 | $135,645+179.6% | $110,243+244.0% | $135,380+180.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 8.58% | 513.24%-504.7pp | 314.76%-306.2pp | 519.81%-511.2pp |
| Employer contribution / active EE | $3,478 | $4,907-29.1% | $3,827-9.1% | $4,779-27.2% |
| Participant deferral / active EE | $6,835 | $5,507+24.1% | $4,672+46.3% | $5,609+21.9% |
| Admin fee / account holder | $1,975 | $11,458-82.8% | $8,548-76.9% | $10,828-81.8% |