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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 | $458,810 | $95,580+380.0% | $76,872+496.8% | $139,466+229.0% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.27% | 55.00%-41.7pp | 37.90%-24.6pp | 373.66%-360.4pp |
| Employer contribution / active EE | $463 | $3,145-85.3% | $2,533-81.7% | $4,754-90.3% |
| Participant deferral / active EE | $2,437 | $4,623-47.3% | $3,832-36.4% | $6,712-63.7% |
| Admin fee / account holder | $6,826 | $8,302-17.8% | $5,476+24.6% | $11,409-40.2% |