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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 | $370,958 | $110,379+236.1% | $102,412+262.2% | $145,884+154.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.24% | 24.84%-8.6pp | 24.94%-8.7pp | 551.85%-535.6pp |
| Employer contribution / active EE | $1,983 | $4,216-53.0% | $3,870-48.8% | $4,662-57.5% |
| Participant deferral / active EE | $10,155 | $5,622+80.6% | $5,060+100.7% | $6,690+51.8% |
| Admin fee / account holder | $2,720 | $9,745-72.1% | $8,388-67.6% | $13,392-79.7% |