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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 | $327,432 | $98,766+231.5% | $149,730+118.7% | $79,852+310.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 26.79% | 27.43%-0.6pp | 276.70%-249.9pp | 31.72%-4.9pp |
| Employer contribution / active EE | $3,533 | $3,217+9.8% | $4,645-23.9% | $2,471+43.0% |
| Participant deferral / active EE | $12,894 | $5,681+127.0% | $6,843+88.4% | $3,740+244.7% |
| Admin fee / account holder | $4,198 | $6,052-30.6% | $9,310-54.9% | $5,306-20.9% |