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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 | $809,428 | $201,344+302.0% | $184,243+339.3% | $145,877+454.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.24% | 29.01%-11.8pp | 28.82%-11.6pp | 551.28%-534.0pp |
| Employer contribution / active EE | $4,374 | $7,022-37.7% | $6,427-31.9% | $4,663-6.2% |
| Participant deferral / active EE | $7,667 | $9,807-21.8% | $9,132-16.0% | $6,691+14.6% |
| Admin fee / account holder | $7,259 | $16,382-55.7% | $13,914-47.8% | $13,402-45.8% |