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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 | $595,549 | $199,109+199.1% | $173,730+242.8% | $154,746+284.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 14.97% | 20.02%-5.0pp | 19.96%-5.0pp | 172.34%-157.4pp |
| Employer contribution / active EE | $4,010 | $5,311-24.5% | $4,577-12.4% | $4,379-8.4% |
| Participant deferral / active EE | $8,538 | $7,113+20.0% | $6,326+35.0% | $6,730+26.9% |
| Admin fee / account holder | $11,887 | $20,916-43.2% | $17,523-32.2% | $14,365-17.3% |