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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 | $569,243 | $135,956+318.7% | $123,894+359.5% | $273,972+107.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.42% | 56.63%-51.2pp | 47.52%-42.1pp | 41.46%-36.0pp |
| Employer contribution / active EE | $1,900 | $5,170-63.3% | $4,617-58.9% | $4,869-61.0% |
| Participant deferral / active EE | $12,664 | $6,343+99.7% | $5,984+111.6% | $5,287+139.5% |
| Admin fee / account holder | $18,745 | $9,817+90.9% | $8,357+124.3% | $10,133+85.0% |