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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 | $259,005 | $84,233+207.5% | $170,436+52.0% | $70,131+269.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.50% | 23.06%-4.6pp | 205.94%-187.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $1,477 | $3,387-56.4% | $5,433-72.8% | $2,342-36.9% |
| Participant deferral / active EE | $3,622 | $3,086+17.4% | $4,939-26.7% | $3,332+8.7% |
| Admin fee / account holder | $1,729 | $5,698-69.7% | $13,880-87.5% | $4,645-62.8% |