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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 | $136,860+297.7% | $120,344+352.2% | $154,746+251.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 17.34% | 21.38%-4.0pp | 20.30%-3.0pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,194 | $3,533-37.9% | $3,020-27.4% | $4,379-49.9% |
| Participant deferral / active EE | $9,775 | $5,793+68.7% | $5,135+90.4% | $6,730+45.2% |
| Admin fee / account holder | $8,104 | $15,393-47.3% | $12,742-36.4% | $14,365-43.6% |