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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 | $466,142 | $149,778+211.2% | $118,946+291.9% | $158,950+193.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 9.26% | 19.95%-10.7pp | 35.89%-26.6pp | 302.91%-293.7pp |
| Employer contribution / active EE | $5,000 | $4,117+21.5% | $3,263+53.2% | $4,762+5.0% |
| Participant deferral / active EE | $9,235 | $5,225+76.7% | $4,266+116.5% | $5,983+54.4% |
| Admin fee / account holder | $2,341 | $8,604-72.8% | $6,581-64.4% | $11,248-79.2% |