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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 | $454,102 | $141,004+222.0% | $112,273+304.5% | $139,466+225.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.99% | 32.75%-16.8pp | 30.23%-14.2pp | 373.66%-357.7pp |
| Employer contribution / active EE | $5,479 | $4,285+27.9% | $3,431+59.7% | $4,754+15.2% |
| Participant deferral / active EE | $11,250 | $5,878+91.4% | $4,800+134.4% | $6,712+67.6% |
| Admin fee / account holder | $1,795 | $9,959-82.0% | $7,752-76.8% | $11,409-84.3% |