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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 | $308,841 | $108,285+185.2% | $77,552+298.2% | $158,982+94.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 4.08% | 31.69%-27.6pp | 54.82%-50.7pp | 302.99%-298.9pp |
| Employer contribution / active EE | $2,078 | $1,325+56.8% | $987+110.6% | $4,763-56.4% |
| Participant deferral / active EE | $1,727 | $2,455-29.7% | $1,861-7.2% | $5,983-71.1% |
| Admin fee / account holder | $12,122 | $3,709+226.8% | $2,859+324.0% | $11,252+7.7% |