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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 | $543,879 | $182,442+198.1% | $163,379+232.9% | $138,895+291.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 17.47% | 72.74%-55.3pp | 63.41%-45.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $3,333 | $4,159-19.9% | $3,752-11.2% | $4,194-20.5% |
| Participant deferral / active EE | $9,143 | $6,817+34.1% | $6,282+45.5% | $6,396+42.9% |
| Admin fee / account holder | $100,916 | $10,396+870.8% | $9,818+927.9% | $12,562+703.3% |