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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 | $352,972 | $117,829+199.6% | $102,423+244.6% | $145,877+142.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.93% | 31.83%-17.9pp | 29.42%-15.5pp | 551.28%-537.4pp |
| Employer contribution / active EE | $2,541 | $3,615-29.7% | $3,023-16.0% | $4,663-45.5% |
| Participant deferral / active EE | $16,893 | $5,732+194.7% | $5,054+234.2% | $6,691+152.5% |
| Admin fee / account holder | $6,106 | $13,335-54.2% | $9,455-35.4% | $13,402-54.4% |