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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 | $451,055 | $208,088+116.8% | $186,193+142.3% | $154,746+191.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 14.67% | 89.97%-75.3pp | 78.03%-63.4pp | 172.34%-157.7pp |
| Employer contribution / active EE | $2,331 | $4,340-46.3% | $3,918-40.5% | $4,379-46.8% |
| Participant deferral / active EE | $17,450 | $7,078+146.5% | $6,513+167.9% | $6,730+159.3% |
| Admin fee / account holder | $4,156 | $11,698-64.5% | $11,058-62.4% | $14,365-71.1% |