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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 | $599,783 | $181,896+229.7% | $156,551+283.1% | $273,972+118.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.84% | 30.74%-23.9pp | 32.23%-25.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,958 | $6,248-68.7% | $5,501-64.4% | $4,869-59.8% |
| Participant deferral / active EE | $10,634 | $5,550+91.6% | $4,871+118.3% | $5,287+101.1% |
| Admin fee / account holder | $2,739 | $15,560-82.4% | $13,028-79.0% | $10,133-73.0% |