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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 | $344,404 | $106,267+224.1% | $96,520+256.8% | $139,456+147.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.40% | 38.45%-21.0pp | 35.72%-18.3pp | 373.45%-356.0pp |
| Employer contribution / active EE | $2,650 | $4,105-35.4% | $3,739-29.1% | $4,753-44.2% |
| Participant deferral / active EE | $12,020 | $5,454+120.4% | $4,879+146.4% | $6,711+79.1% |
| Admin fee / account holder | $3,319 | $7,882-57.9% | $6,733-50.7% | $11,407-70.9% |