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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 | $593,674 | $87,546+578.1% | $75,784+683.4% | $125,389+373.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 2.89% | 13.49%-10.6pp | 9.68%-6.8pp | 282.24%-279.4pp |
| Employer contribution / active EE | $1,236 | $3,930-68.6% | $3,323-62.8% | $4,866-74.6% |
| Participant deferral / active EE | $4,828 | $4,230+14.2% | $3,652+32.2% | $5,352-9.8% |
| Admin fee / account holder | $19,000 | $6,503+192.2% | $5,300+258.5% | $9,541+99.1% |