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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 | $396,641 | $110,248+259.8% | $95,728+314.3% | $139,456+184.4% |
| Participation rate | 92.9% | 75.7%+17.1pp | 72.3%+20.6pp | 80.3%+12.5pp |
| Annual return | 27.24% | 27.16%+0.1pp | 28.40%-1.2pp | 373.45%-346.2pp |
| Employer contribution / active EE | $2,017 | $3,258-38.1% | $2,835-28.9% | $4,753-57.6% |
| Participant deferral / active EE | $4,184 | $4,675-10.5% | $4,245-1.4% | $6,711-37.7% |
| Admin fee / account holder | $1,313 | $6,607-80.1% | $5,673-76.8% | $11,407-88.5% |