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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 | $446,415 | $111,814+299.2% | $103,378+331.8% | $145,978+205.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.33% | 24.80%-12.5pp | 24.91%-12.6pp | 550.52%-538.2pp |
| Employer contribution / active EE | $5,000 | $4,215+18.6% | $3,870+29.2% | $4,662+7.3% |
| Participant deferral / active EE | $3,765 | $5,618-33.0% | $5,058-25.6% | $6,690-43.7% |
| Admin fee / account holder | $3,130 | $9,764-67.9% | $8,401-62.7% | $13,400-76.6% |