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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 | $342,444 | $104,251+228.5% | $91,004+276.3% | $147,586+132.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 12.03% | 27.06%-15.0pp | 4.60%+7.4pp | 578.59%-566.6pp |
| Employer contribution / active EE | $1,862 | $3,116-40.3% | $2,456-24.2% | $4,876-61.8% |
| Participant deferral / active EE | $4,352 | $4,195+3.8% | $3,548+22.7% | $5,439-20.0% |
| Admin fee / account holder | $1,015 | $8,948-88.7% | $5,417-81.3% | $10,886-90.7% |