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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 | $553,743 | $93,589+491.7% | $135,942+307.3% | $75,181+636.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.17% | 30.90%-7.7pp | 68.28%-45.1pp | 160.69%-137.5pp |
| Employer contribution / active EE | $2,660 | $3,537-24.8% | $4,858-45.2% | $2,671-0.4% |
| Participant deferral / active EE | $10,465 | $6,405+63.4% | $7,759+34.9% | $4,126+153.6% |
| Admin fee / account holder | $425 | $6,977-93.9% | $10,764-96.1% | $5,650-92.5% |