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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 | $400,213 | $142,354+181.1% | $125,529+218.8% | $155,188+157.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 13.71% | 306.06%-292.4pp | 202.56%-188.9pp | 148.84%-135.1pp |
| Employer contribution / active EE | $1,907 | $3,501-45.5% | $3,058-37.6% | $4,248-55.1% |
| Participant deferral / active EE | $3,462 | $5,491-36.9% | $4,813-28.1% | $6,531-47.0% |
| Admin fee / account holder | $14,722 | $19,392-24.1% | $16,298-9.7% | $14,480+1.7% |