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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 | $270,902 | $99,652+171.8% | $78,778+243.9% | $147,586+83.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.52% | 47.28%-28.8pp | 35.62%-17.1pp | 578.59%-560.1pp |
| Employer contribution / active EE | $999 | $2,796-64.3% | $1,986-49.7% | $4,876-79.5% |
| Participant deferral / active EE | $4,613 | $3,664+25.9% | $2,958+55.9% | $5,439-15.2% |
| Admin fee / account holder | $7,518 | $7,155+5.1% | $5,134+46.4% | $10,886-30.9% |