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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 | $417,950 | $138,312+202.2% | $122,979+239.9% | $155,188+169.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 13.56% | 22.06%-8.5pp | 20.12%-6.6pp | 148.84%-135.3pp |
| Employer contribution / active EE | $5,739 | $3,530+62.6% | $3,062+87.4% | $4,248+35.1% |
| Participant deferral / active EE | $6,418 | $5,592+14.8% | $5,003+28.3% | $6,531-1.7% |
| Admin fee / account holder | $60,649 | $15,089+301.9% | $12,864+371.5% | $14,480+318.9% |