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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 | $342,219 | $102,828+232.8% | $105,387+224.7% | $152,897+123.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.89% | 20.85%+2.0pp | 26.82%-3.9pp | 345.43%-322.5pp |
| Employer contribution / active EE | $3,611 | $4,473-19.3% | $4,213-14.3% | $4,764-24.2% |
| Participant deferral / active EE | $10,635 | $5,465+94.6% | $5,502+93.3% | $5,851+81.8% |
| Admin fee / account holder | $1,677 | $8,683-80.7% | $6,559-74.4% | $11,599-85.5% |