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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 | $447,152 | $155,555+187.5% | $146,866+204.5% | $155,188+188.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 11.31% | 115.41%-104.1pp | 102.85%-91.5pp | 148.84%-137.5pp |
| Employer contribution / active EE | $2,574 | $4,647-44.6% | $4,425-41.8% | $4,248-39.4% |
| Participant deferral / active EE | $23,500 | $8,044+192.1% | $7,759+202.9% | $6,531+259.8% |
| Admin fee / account holder | $5,716 | $14,755-61.3% | $13,620-58.0% | $14,480-60.5% |