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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 | $510,273 | $108,882+368.6% | $96,754+427.4% | $154,746+229.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 11.63% | 98.39%-86.8pp | 82.04%-70.4pp | 172.34%-160.7pp |
| Employer contribution / active EE | $1,778 | $3,018-41.1% | $2,679-33.6% | $4,379-59.4% |
| Participant deferral / active EE | $8,540 | $5,323+60.5% | $4,758+79.5% | $6,730+26.9% |
| Admin fee / account holder | $2,401 | $10,200-76.5% | $8,905-73.0% | $14,365-83.3% |