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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 | $710,602 | $178,174+298.8% | $156,181+355.0% | $137,256+417.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.36% | 84.19%-69.8pp | 64.87%-50.5pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,741 | $4,972-44.9% | $4,294-36.2% | $4,156-34.0% |
| Participant deferral / active EE | $3,963 | $6,888-42.5% | $6,132-35.4% | $6,407-38.1% |
| Admin fee / account holder | $4,369 | $17,404-74.9% | $14,586-70.0% | $12,270-64.4% |