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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 | $516,622 | $172,111+200.2% | $150,298+243.7% | $137,256+276.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.13% | 69.37%-54.2pp | 62.79%-47.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,445 | $4,636-47.3% | $4,154-41.1% | $4,156-41.2% |
| Participant deferral / active EE | $6,669 | $6,166+8.2% | $5,453+22.3% | $6,407+4.1% |
| Admin fee / account holder | $3,309 | $16,471-79.9% | $14,116-76.6% | $12,270-73.0% |