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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 | $355,257 | $133,998+165.1% | $112,263+216.4% | $134,545+164.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 7.90% | 47.17%-39.3pp | 27.49%-19.6pp | 418.37%-410.5pp |
| Employer contribution / active EE | $6,564 | $4,040+62.5% | $3,636+80.5% | $4,742+38.4% |
| Participant deferral / active EE | $2,570 | $5,292-51.4% | $4,729-45.7% | $6,401-59.9% |
| Admin fee / account holder | $704 | $7,493-90.6% | $6,410-89.0% | $11,431-93.8% |