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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 | $728,568 | $162,785+347.6% | $133,959+443.9% | $158,950+358.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.65% | 41.94%-23.3pp | 45.09%-26.4pp | 302.91%-284.3pp |
| Employer contribution / active EE | $2,719 | $4,975-45.3% | $3,919-30.6% | $4,762-42.9% |
| Participant deferral / active EE | $10,111 | $5,910+71.1% | $5,047+100.3% | $5,983+69.0% |
| Admin fee / account holder | $1,737 | $11,738-85.2% | $8,928-80.5% | $11,248-84.6% |