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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 | $329,391 | $114,119+188.6% | $107,187+207.3% | $138,895+137.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.49% | 273.21%-256.7pp | 204.55%-188.1pp | 145.39%-128.9pp |
| Employer contribution / active EE | $3,782 | $4,059-6.8% | $3,7820% | $4,194-9.8% |
| Participant deferral / active EE | $10,984 | $5,538+98.3% | $5,096+115.5% | $6,396+71.7% |
| Admin fee / account holder | $736 | $10,024-92.7% | $9,162-92.0% | $12,562-94.1% |