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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 | $472,428 | $161,352+192.8% | $134,172+252.1% | $137,256+244.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 15.47% | 28.72%-13.2pp | 25.30%-9.8pp | 220.34%-204.9pp |
| Employer contribution / active EE | $6,250 | $4,099+52.5% | $3,420+82.8% | $4,156+50.4% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,773 | $15,028-88.2% | $12,016-85.2% | $12,270-85.6% |