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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 | $544,245 | $124,425+337.4% | $112,040+385.8% | $137,256+296.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.34% | 24.72%-7.4pp | 24.52%-7.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,194 | $3,411-35.7% | $2,954-25.7% | $4,156-47.2% |
| Participant deferral / active EE | $9,775 | $5,718+70.9% | $5,098+91.8% | $6,407+52.6% |
| Admin fee / account holder | $8,104 | $15,207-46.7% | $12,098-33.0% | $12,270-34.0% |