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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 | $353,761 | $110,337+220.6% | $102,383+245.5% | $145,877+142.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.45% | 24.83%-13.4pp | 24.94%-13.5pp | 551.28%-539.8pp |
| Employer contribution / active EE | $3,554 | $4,216-15.7% | $3,870-8.2% | $4,663-23.8% |
| Participant deferral / active EE | $3,333 | $5,621-40.7% | $5,060-34.1% | $6,691-50.2% |
| Admin fee / account holder | $22,100 | $9,750+126.7% | $8,391+163.4% | $13,402+64.9% |