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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 | $285,532 | $117,829+142.3% | $102,423+178.8% | $145,877+95.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.13% | 31.83%-22.7pp | 29.42%-20.3pp | 551.28%-542.1pp |
| Employer contribution / active EE | $1,000 | $3,615-72.3% | $3,023-66.9% | $4,663-78.6% |
| Participant deferral / active EE | $9,692 | $5,732+69.1% | $5,054+91.8% | $6,691+44.9% |
| Admin fee / account holder | $35,565 | $13,335+166.7% | $9,455+276.2% | $13,402+165.4% |