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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 | $435,840 | $182,442+138.9% | $163,379+166.8% | $138,895+213.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 17.25% | 72.74%-55.5pp | 63.41%-46.2pp | 145.39%-128.1pp |
| Employer contribution / active EE | $15,202 | $4,159+265.5% | $3,752+305.1% | $4,194+262.5% |
| Participant deferral / active EE | $2,029 | $6,817-70.2% | $6,282-67.7% | $6,396-68.3% |
| Admin fee / account holder | $957 | $10,396-90.8% | $9,818-90.3% | $12,562-92.4% |