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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 | $288,966 | $110,278+162.0% | $95,740+201.8% | $139,466+107.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.91% | 27.19%-11.3pp | 28.41%-12.5pp | 373.66%-357.8pp |
| Employer contribution / active EE | $1,969 | $3,260-39.6% | $2,836-30.6% | $4,754-58.6% |
| Participant deferral / active EE | $9,311 | $4,674+99.2% | $4,244+119.4% | $6,712+38.7% |
| Admin fee / account holder | $3,006 | $6,613-54.6% | $5,676-47.1% | $11,409-73.7% |