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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 | $262,176 | $114,119+129.7% | $107,187+144.6% | $138,895+88.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.89% | 273.21%-256.3pp | 204.55%-187.7pp | 145.39%-128.5pp |
| Employer contribution / active EE | $1,809 | $4,059-55.4% | $3,782-52.2% | $4,194-56.9% |
| Participant deferral / active EE | $5,578 | $5,538+0.7% | $5,096+9.5% | $6,396-12.8% |
| Admin fee / account holder | $32,719 | $10,024+226.4% | $9,162+257.1% | $12,562+160.5% |