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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 | $590,734 | $182,442+223.8% | $163,379+261.6% | $138,895+325.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 12.82% | 72.74%-59.9pp | 63.41%-50.6pp | 145.39%-132.6pp |
| Employer contribution / active EE | $1,111 | $4,159-73.3% | $3,752-70.4% | $4,194-73.5% |
| Participant deferral / active EE | $5,262 | $6,817-22.8% | $6,282-16.2% | $6,396-17.7% |
| Admin fee / account holder | $23,453 | $10,396+125.6% | $9,818+138.9% | $12,562+86.7% |