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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 | $433,478 | $185,905+133.2% | $170,057+154.9% | $139,487+210.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 28.59% | 60.56%-32.0pp | 53.42%-24.8pp | 373.84%-345.3pp |
| Employer contribution / active EE | $2,348 | $7,597-69.1% | $6,790-65.4% | $4,755-50.6% |
| Participant deferral / active EE | $7,724 | $11,627-33.6% | $10,411-25.8% | $6,713+15.1% |
| Admin fee / account holder | $9,066 | $15,397-41.1% | $12,826-29.3% | $11,407-20.5% |