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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 | $695,254 | $87,166+697.6% | $76,735+806.0% | $137,256+406.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 14.39% | 26.50%-12.1pp | 29.77%-15.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,171 | $2,904-25.3% | $2,454-11.5% | $4,156-47.8% |
| Participant deferral / active EE | $2,709 | $4,726-42.7% | $4,088-33.7% | $6,407-57.7% |
| Admin fee / account holder | $34,153 | $8,403+306.4% | $7,189+375.0% | $12,270+178.3% |