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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 | $397,571 | $149,778+165.4% | $118,946+234.2% | $158,966+150.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 11.53% | 19.95%-8.4pp | 35.89%-24.4pp | 302.95%-291.4pp |
| Employer contribution / active EE | $4,650 | $4,117+12.9% | $3,263+42.5% | $4,762-2.4% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,000 | $8,604-53.5% | $6,581-39.2% | $11,250-64.4% |