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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 | $854,714 | $149,778+470.7% | $118,946+618.6% | $158,950+437.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 6.58% | 19.95%-13.4pp | 35.89%-29.3pp | 302.91%-296.3pp |
| Employer contribution / active EE | $19,000 | $4,117+361.5% | $3,263+482.2% | $4,762+299.0% |
| Participant deferral / active EE | $25,000 | $5,225+378.5% | $4,266+486.1% | $5,983+317.9% |
| Admin fee / account holder | $7,029 | $8,604-18.3% | $6,581+6.8% | $11,248-37.5% |