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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 | $401,225 | $117,829+240.5% | $102,423+291.7% | $145,877+175.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.73% | 31.83%-22.1pp | 29.42%-19.7pp | 551.28%-541.6pp |
| Employer contribution / active EE | $2,783 | $3,615-23.0% | $3,023-7.9% | $4,663-40.3% |
| Participant deferral / active EE | $8,751 | $5,732+52.7% | $5,054+73.1% | $6,691+30.8% |
| Admin fee / account holder | $18,261 | $13,335+36.9% | $9,455+93.1% | $13,402+36.3% |