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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 | $286,568 | $107,368+166.9% | $92,915+208.4% | $152,909+87.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 16.69% | 145.64%-129.0pp | 109.45%-92.8pp | 345.46%-328.8pp |
| Employer contribution / active EE | $1,600 | $4,222-62.1% | $3,653-56.2% | $4,764-66.4% |
| Participant deferral / active EE | $25,000 | $4,848+415.7% | $4,238+489.9% | $5,851+327.3% |
| Admin fee / account holder | $1,077 | $7,082-84.8% | $5,796-81.4% | $11,601-90.7% |