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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 | $253,502 | $103,393+145.2% | $87,103+191.0% | $152,909+65.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 16.08% | 28.10%-12.0pp | 28.19%-12.1pp | 345.46%-329.4pp |
| Employer contribution / active EE | $33,000 | $3,221+924.5% | $2,521+1208.8% | $4,764+592.7% |
| Participant deferral / active EE | $3,000 | $4,778-37.2% | $4,049-25.9% | $5,851-48.7% |
| Admin fee / account holder | $2,007 | $12,195-83.5% | $7,491-73.2% | $11,601-82.7% |