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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 | $876,285 | $124,425+604.3% | $112,040+682.1% | $137,256+538.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.13% | 24.72%-9.6pp | 24.52%-9.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $4,001 | $3,411+17.3% | $2,954+35.4% | $4,156-3.7% |
| Participant deferral / active EE | $6,154 | $5,718+7.6% | $5,098+20.7% | $6,407-3.9% |
| Admin fee / account holder | $6,838 | $15,207-55.0% | $12,098-43.5% | $12,270-44.3% |