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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 | $371,135 | $111,535+232.8% | $105,223+252.7% | $137,256+170.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.91% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $3,092 | $3,939-21.5% | $3,689-16.2% | $4,156-25.6% |
| Participant deferral / active EE | $22,817 | $5,500+314.9% | $5,072+349.9% | $6,407+256.1% |
| Admin fee / account holder | $357 | $9,721-96.3% | $8,859-96.0% | $12,270-97.1% |