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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 | $303,532 | $110,410+174.9% | $102,437+196.3% | $145,897+108.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.48% | 24.85%-13.4pp | 24.95%-13.5pp | 552.29%-540.8pp |
| Employer contribution / active EE | $2,507 | $4,217-40.6% | $3,871-35.2% | $4,663-46.2% |
| Participant deferral / active EE | $11,125 | $5,622+97.9% | $5,060+119.8% | $6,689+66.3% |
| Admin fee / account holder | $4,399 | $9,745-54.9% | $8,388-47.6% | $13,390-67.1% |