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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 | $416,892 | $149,778+178.3% | $118,946+250.5% | $158,950+162.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 12.60% | 19.95%-7.3pp | 35.89%-23.3pp | 302.91%-290.3pp |
| Employer contribution / active EE | $26,559 | $4,117+545.1% | $3,263+713.8% | $4,762+457.7% |
| Participant deferral / active EE | $10,670 | $5,225+104.2% | $4,266+150.1% | $5,983+78.3% |
| Admin fee / account holder | $2,655 | $8,604-69.1% | $6,581-59.6% | $11,248-76.4% |