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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 | $732,000 | $114,013+542.0% | $103,693+605.9% | $155,188+371.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 14.38% | 49.31%-34.9pp | 47.61%-33.2pp | 148.84%-134.5pp |
| Employer contribution / active EE | $758 | $3,131-75.8% | $2,920-74.0% | $4,248-82.2% |
| Participant deferral / active EE | $17,375 | $4,970+249.6% | $4,579+279.4% | $6,531+166.0% |
| Admin fee / account holder | $25,000 | $8,407+197.4% | $7,858+218.1% | $14,480+72.7% |