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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 | $400,517 | $87,166+359.5% | $76,735+422.0% | $137,256+191.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 17.06% | 26.50%-9.4pp | 29.77%-12.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $11,480 | $2,904+295.3% | $2,454+367.8% | $4,156+176.2% |
| Participant deferral / active EE | $6,601 | $4,726+39.7% | $4,088+61.5% | $6,407+3.0% |
| Admin fee / account holder | $1,488 | $8,403-82.3% | $7,189-79.3% | $12,270-87.9% |