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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 | $691,649 | $162,785+324.9% | $133,959+416.3% | $158,950+335.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.56% | 41.94%-34.4pp | 45.09%-37.5pp | 302.91%-295.3pp |
| Employer contribution / active EE | $1,230 | $4,975-75.3% | $3,919-68.6% | $4,762-74.2% |
| Participant deferral / active EE | $17,050 | $5,910+188.5% | $5,047+237.8% | $5,983+185.0% |
| Admin fee / account holder | $5,430 | $11,738-53.7% | $8,928-39.2% | $11,248-51.7% |