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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 | $526,492 | $107,666+389.0% | $102,184+415.2% | $154,746+240.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 12.58% | 29.33%-16.8pp | 31.58%-19.0pp | 172.34%-159.8pp |
| Employer contribution / active EE | $1,000 | $3,846-74.0% | $3,594-72.2% | $4,379-77.2% |
| Participant deferral / active EE | $13,763 | $8,719+57.8% | $8,309+65.6% | $6,730+104.5% |
| Admin fee / account holder | $31,458 | $12,943+143.0% | $11,609+171.0% | $14,365+119.0% |