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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 | $502,721 | $124,425+304.0% | $112,040+348.7% | $137,256+266.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.74% | 24.72%-4.0pp | 24.52%-3.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,344 | $3,411-60.6% | $2,954-54.5% | $4,156-67.7% |
| Participant deferral / active EE | $4,212 | $5,718-26.3% | $5,098-17.4% | $6,407-34.3% |
| Admin fee / account holder | $34,049 | $15,207+123.9% | $12,098+181.4% | $12,270+177.5% |