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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 | $291,680 | $93,345+212.5% | $119,126+144.8% | $87,485+233.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 14.11% | 19.08%-5.0pp | 282.11%-268.0pp | 26.06%-12.0pp |
| Employer contribution / active EE | $2,408 | $3,172-24.1% | $4,034-40.3% | $2,596-7.2% |
| Participant deferral / active EE | $5,105 | $4,099+24.6% | $5,318-4.0% | $4,274+19.5% |
| Admin fee / account holder | $3,172 | $8,039-60.5% | $10,693-70.3% | $7,775-59.2% |