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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 | $731,537 | $167,504+336.7% | $151,628+382.5% | $134,509+443.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 3.57% | 7.81%-4.2pp | 3.34%+0.2pp | 418.13%-414.6pp |
| Employer contribution / active EE | $3,759 | $6,828-44.9% | $6,165-39.0% | $4,741-20.7% |
| Participant deferral / active EE | $16,600 | $8,985+84.8% | $8,363+98.5% | $6,400+159.4% |
| Admin fee / account holder | $1,336 | $13,779-90.3% | $11,613-88.5% | $11,427-88.3% |