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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 | $428,474 | $152,619+180.7% | $125,195+242.2% | $152,909+180.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.77% | 54.85%-35.1pp | 43.79%-24.0pp | 345.46%-325.7pp |
| Employer contribution / active EE | $2,799 | $4,947-43.4% | $3,866-27.6% | $4,764-41.3% |
| Participant deferral / active EE | $16,667 | $5,869+184.0% | $4,937+237.6% | $5,851+184.8% |
| Admin fee / account holder | $3,841 | $13,437-71.4% | $9,704-60.4% | $11,601-66.9% |