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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 | $400,003 | $99,875+300.5% | $146,866+172.4% | $86,983+359.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.35% | 28.10%-11.8pp | 102.85%-86.5pp | 25.83%-9.5pp |
| Employer contribution / active EE | $2,410 | $3,224-25.3% | $4,425-45.5% | $2,584-6.8% |
| Participant deferral / active EE | $11,503 | $6,322+81.9% | $7,759+48.2% | $4,194+174.3% |
| Admin fee / account holder | $1,395 | $7,838-82.2% | $13,620-89.8% | $7,856-82.2% |