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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 | $407,845 | $114,013+257.7% | $103,693+293.3% | $155,188+162.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 19.81% | 49.31%-29.5pp | 47.61%-27.8pp | 148.84%-129.0pp |
| Employer contribution / active EE | $10,793 | $3,131+244.7% | $2,920+269.6% | $4,248+154.1% |
| Participant deferral / active EE | $5,356 | $4,970+7.8% | $4,579+17.0% | $6,531-18.0% |
| Admin fee / account holder | $14,150 | $8,407+68.3% | $7,858+80.1% | $14,480-2.3% |