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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 | $396,596 | $118,708+234.1% | $98,920+300.9% | $158,982+149.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 11.98% | 372.49%-360.5pp | 196.47%-184.5pp | 302.99%-291.0pp |
| Employer contribution / active EE | $1,501 | $3,334-55.0% | $2,689-44.2% | $4,763-68.5% |
| Participant deferral / active EE | $6,888 | $5,089+35.4% | $4,245+62.3% | $5,983+15.1% |
| Admin fee / account holder | $4,482 | $10,134-55.8% | $6,643-32.5% | $11,252-60.2% |