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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 | $333,816 | $111,878+198.4% | $93,727+256.2% | $145,897+128.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.49% | 204.28%-193.8pp | 133.83%-123.3pp | 552.29%-541.8pp |
| Employer contribution / active EE | $1,330 | $3,092-57.0% | $2,421-45.1% | $4,663-71.5% |
| Participant deferral / active EE | $8,790 | $4,920+78.6% | $4,417+99.0% | $6,689+31.4% |
| Admin fee / account holder | $1,347 | $10,256-86.9% | $8,292-83.8% | $13,390-89.9% |