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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 | $393,628 | $101,618+287.4% | $93,063+323.0% | $137,256+186.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 15.45% | 223.95%-208.5pp | 34.15%-18.7pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,091 | $2,707-22.8% | $2,476-15.6% | $4,156-49.7% |
| Participant deferral / active EE | $10,530 | $4,279+146.1% | $3,958+166.0% | $6,407+64.4% |
| Admin fee / account holder | $18,175 | $6,198+193.2% | $6,033+201.2% | $12,270+48.1% |