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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 | $438,257 | $211,224+107.5% | $178,505+145.5% | $145,897+200.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.57% | 30.28%-15.7pp | 27.16%-12.6pp | 552.29%-537.7pp |
| Employer contribution / active EE | $3,150 | $4,577-31.2% | $3,955-20.4% | $4,663-32.4% |
| Participant deferral / active EE | $24,250 | $6,966+248.1% | $6,280+286.1% | $6,689+262.5% |
| Admin fee / account holder | $1,588 | $12,109-86.9% | $10,428-84.8% | $13,390-88.1% |