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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 | $445,148 | $117,895+277.6% | $102,460+334.5% | $145,897+205.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.21% | 31.92%-13.7pp | 29.47%-11.3pp | 552.29%-534.1pp |
| Employer contribution / active EE | $2,081 | $3,619-42.5% | $3,025-31.2% | $4,663-55.4% |
| Participant deferral / active EE | $8,268 | $5,736+44.1% | $5,056+63.5% | $6,689+23.6% |
| Admin fee / account holder | $2,177 | $13,353-83.7% | $9,460-77.0% | $13,390-83.7% |