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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 | $613,464 | $172,111+256.4% | $150,298+308.2% | $137,256+346.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.55% | 69.37%-55.8pp | 62.79%-49.2pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,655 | $4,636-42.7% | $4,154-36.1% | $4,156-36.1% |
| Participant deferral / active EE | $7,065 | $6,166+14.6% | $5,453+29.6% | $6,407+10.3% |
| Admin fee / account holder | $2,737 | $16,471-83.4% | $14,116-80.6% | $12,270-77.7% |