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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 | $365,272 | $152,592+139.4% | $125,180+191.8% | $152,885+138.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 15.69% | 54.84%-39.2pp | 43.79%-28.1pp | 345.39%-329.7pp |
| Employer contribution / active EE | $3,528 | $4,947-28.7% | $3,866-8.7% | $4,763-25.9% |
| Participant deferral / active EE | $23,000 | $5,868+291.9% | $4,937+365.9% | $5,851+293.1% |
| Admin fee / account holder | $3,839 | $13,435-71.4% | $9,703-60.4% | $11,598-66.9% |