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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 | $633,043 | $115,903+446.2% | $100,528+529.7% | $158,966+298.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 23.98% | 34.80%-10.8pp | 30.90%-6.9pp | 302.95%-279.0pp |
| Employer contribution / active EE | $2,835 | $4,105-30.9% | $3,419-17.1% | $4,762-40.5% |
| Participant deferral / active EE | $16,005 | $6,677+139.7% | $6,271+155.2% | $5,983+167.5% |
| Admin fee / account holder | $796 | $11,000-92.8% | $8,084-90.2% | $11,250-92.9% |