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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 | $111,814+216.4% | $103,374+242.2% | $145,959+142.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.45% | 24.77%-13.3pp | 24.89%-13.4pp | 561.95%-550.5pp |
| Employer contribution / active EE | $3,554 | $4,214-15.6% | $3,869-8.1% | $4,661-23.7% |
| Participant deferral / active EE | $3,333 | $5,618-40.7% | $5,058-34.1% | $6,689-50.2% |
| Admin fee / account holder | $22,100 | $9,754+126.6% | $8,394+163.3% | $13,398+65.0% |