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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 | $457,904 | $114,013+301.6% | $103,693+341.6% | $155,188+195.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 17.30% | 49.31%-32.0pp | 47.61%-30.3pp | 148.84%-131.5pp |
| Employer contribution / active EE | $1,080 | $3,131-65.5% | $2,920-63.0% | $4,248-74.6% |
| Participant deferral / active EE | $1,200 | $4,970-75.9% | $4,579-73.8% | $6,531-81.6% |
| Admin fee / account holder | $19,854 | $8,407+136.2% | $7,858+152.7% | $14,480+37.1% |