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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 | $147,556+245.8% | $129,031+295.5% | $198,609+156.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 11.63% | 37.41%-25.8pp | 34.67%-23.0pp | 202.70%-191.1pp |
| Employer contribution / active EE | $1,778 | $3,645-51.2% | $3,226-44.9% | $5,055-64.8% |
| Participant deferral / active EE | $8,540 | $5,760+48.3% | $5,217+63.7% | $6,977+22.4% |
| Admin fee / account holder | $2,401 | $15,467-84.5% | $13,208-81.8% | $19,030-87.4% |