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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 | $437,819 | $110,093+297.7% | $97,295+350.0% | $145,897+200.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.42% | 244.76%-233.3pp | 75.62%-64.2pp | 552.29%-540.9pp |
| Employer contribution / active EE | $2,295 | $3,077-25.4% | $2,723-15.7% | $4,663-50.8% |
| Participant deferral / active EE | $2,565 | $4,678-45.2% | $4,264-39.8% | $6,689-61.7% |
| Admin fee / account holder | $1,073 | $6,212-82.7% | $5,646-81.0% | $13,390-92.0% |