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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 | $439,125 | $117,829+272.7% | $102,423+328.7% | $145,877+201.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.49% | 31.83%-16.3pp | 29.42%-13.9pp | 551.28%-535.8pp |
| Employer contribution / active EE | $2,775 | $3,615-23.2% | $3,023-8.2% | $4,663-40.5% |
| Participant deferral / active EE | $9,041 | $5,732+57.7% | $5,054+78.9% | $6,691+35.1% |
| Admin fee / account holder | $5,911 | $13,335-55.7% | $9,455-37.5% | $13,402-55.9% |