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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 | $434,573 | $103,949+318.1% | $69,182+528.2% | $273,972+58.6% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 6.74% | 35.28%-28.5pp | -21.93%+28.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $35,000 | $1,783+1862.9% | $1,206+2801.6% | $4,869+618.9% |
| Participant deferral / active EE | $21,000 | $2,716+673.1% | $1,897+1007.0% | $5,287+297.2% |
| Admin fee / account holder | $1,509 | $3,671-58.9% | $2,697-44.1% | $10,133-85.1% |