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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 | $340,480 | $90,486+276.3% | $78,676+332.8% | $273,972+24.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.67% | 75.62%-71.0pp | 62.19%-57.5pp | 41.46%-36.8pp |
| Employer contribution / active EE | $2,448 | $3,175-22.9% | $2,850-14.1% | $4,869-49.7% |
| Participant deferral / active EE | $24,000 | $3,901+515.2% | $3,517+582.4% | $5,287+353.9% |
| Admin fee / account holder | $14,803 | $5,263+181.3% | $4,510+228.2% | $10,133+46.1% |