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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 | $106,749+274.7% | $145,433+175.0% | $82,448+385.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.35% | 27.59%-11.2pp | 66.58%-50.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,410 | $3,444-30.0% | $4,554-47.1% | $2,551-5.5% |
| Participant deferral / active EE | $11,503 | $6,519+76.5% | $7,897+45.6% | $4,139+177.9% |
| Admin fee / account holder | $1,395 | $8,390-83.4% | $13,129-89.4% | $7,234-80.7% |