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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 | $573,229 | $153,769+272.8% | $133,975+327.9% | $273,972+109.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.87% | 36.51%-31.6pp | 29.29%-24.4pp | 41.46%-36.6pp |
| Employer contribution / active EE | $2,185 | $6,029-63.8% | $5,211-58.1% | $4,869-55.1% |
| Participant deferral / active EE | $15,630 | $6,958+124.6% | $6,282+148.8% | $5,287+195.6% |
| Admin fee / account holder | $62,876 | $11,765+434.5% | $9,324+574.3% | $10,133+520.5% |