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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 | $454,529 | $107,368+323.3% | $92,915+389.2% | $152,909+197.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.00% | 145.64%-122.6pp | 109.45%-86.4pp | 345.46%-322.5pp |
| Employer contribution / active EE | $2,562 | $4,222-39.3% | $3,653-29.9% | $4,764-46.2% |
| Participant deferral / active EE | $15,595 | $4,848+221.7% | $4,238+268.0% | $5,851+166.5% |
| Admin fee / account holder | $10,464 | $7,082+47.7% | $5,796+80.5% | $11,601-9.8% |