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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 | $407,221 | $182,442+123.2% | $163,379+149.2% | $138,895+193.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 12.57% | 72.74%-60.2pp | 63.41%-50.8pp | 145.39%-132.8pp |
| Employer contribution / active EE | $2,037 | $4,159-51.0% | $3,752-45.7% | $4,194-51.4% |
| Participant deferral / active EE | $15,500 | $6,817+127.4% | $6,282+146.8% | $6,396+142.3% |
| Admin fee / account holder | $2,032 | $10,396-80.5% | $9,818-79.3% | $12,562-83.8% |