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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 | $483,791 | $104,709+362.0% | $85,705+464.5% | $167,553+188.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 23.15% | 21.45%+1.7pp | 21.49%+1.7pp | 478.89%-455.7pp |
| Employer contribution / active EE | $1,673 | $3,338-49.9% | $2,619-36.1% | $4,840-65.4% |
| Participant deferral / active EE | $8,225 | $4,827+70.4% | $3,924+109.6% | $6,343+29.7% |
| Admin fee / account holder | $6,363 | $10,036-36.6% | $6,877-7.5% | $12,316-48.3% |