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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 | $363,396 | $86,288+321.1% | $111,306+226.5% | $85,851+323.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 11.44% | 19.99%-8.5pp | 54.67%-43.2pp | 318.63%-307.2pp |
| Employer contribution / active EE | $3,207 | $2,044+56.9% | $2,732+17.4% | $2,565+25.0% |
| Participant deferral / active EE | $12,175 | $3,641+234.4% | $4,488+171.3% | $3,952+208.0% |
| Admin fee / account holder | $6,952 | $8,189-15.1% | $7,966-12.7% | $6,261+11.0% |