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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 | $259,288 | $96,123+169.7% | $77,361+235.2% | $198,609+30.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 7.54% | 2054.81%-2047.3pp | 1011.54%-1004.0pp | 202.70%-195.2pp |
| Employer contribution / active EE | $1,403 | $3,791-63.0% | $2,990-53.1% | $5,055-72.3% |
| Participant deferral / active EE | $2,345 | $4,975-52.9% | $3,911-40.1% | $6,977-66.4% |
| Admin fee / account holder | $6,179 | $9,471-34.8% | $5,894+4.8% | $19,030-67.5% |