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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 | $596,795 | $118,496+403.6% | $98,461+506.1% | $139,466+327.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.46% | 18.96%-4.5pp | 21.17%-6.7pp | 373.66%-359.2pp |
| Employer contribution / active EE | $1,255 | $3,611-65.2% | $3,049-58.8% | $4,754-73.6% |
| Participant deferral / active EE | $5,553 | $5,393+3.0% | $4,738+17.2% | $6,712-17.3% |
| Admin fee / account holder | $36,672 | $14,056+160.9% | $8,961+309.3% | $11,409+221.4% |