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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 | $602,550 | $177,595+239.3% | $148,496+305.8% | $198,609+203.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.62% | 9.97%+4.6pp | 12.33%+2.3pp | 202.70%-188.1pp |
| Employer contribution / active EE | $5,838 | $4,098+42.5% | $3,497+66.9% | $5,055+15.5% |
| Participant deferral / active EE | $10,731 | $5,539+93.7% | $4,808+123.2% | $6,977+53.8% |
| Admin fee / account holder | $1,779 | $27,010-93.4% | $19,547-90.9% | $19,030-90.7% |