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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 | $254,759+178.9% | $216,567+228.1% | $198,609+257.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 14.36% | 10.04%+4.3pp | 12.94%+1.4pp | 202.70%-188.3pp |
| Employer contribution / active EE | $2,741 | $6,096-55.0% | $5,216-47.4% | $5,055-45.8% |
| Participant deferral / active EE | $3,963 | $6,948-43.0% | $6,191-36.0% | $6,977-43.2% |
| Admin fee / account holder | $4,369 | $26,311-83.4% | $21,981-80.1% | $19,030-77.0% |