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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 | $407,273 | $166,268+144.9% | $165,100+146.7% | $145,897+179.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.89% | 100.52%-90.6pp | 70.21%-60.3pp | 552.29%-542.4pp |
| Employer contribution / active EE | $1,883 | $5,284-64.4% | $4,348-56.7% | $4,663-59.6% |
| Participant deferral / active EE | $9,125 | $6,964+31.0% | $6,035+51.2% | $6,689+36.4% |
| Admin fee / account holder | $18,750 | $16,659+12.6% | $12,696+47.7% | $13,390+40.0% |