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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 | $733,759 | $107,666+581.5% | $102,184+618.1% | $154,746+374.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 17.72% | 29.33%-11.6pp | 31.58%-13.9pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,841 | $3,846-52.1% | $3,594-48.8% | $4,379-58.0% |
| Participant deferral / active EE | $4,216 | $8,719-51.6% | $8,309-49.3% | $6,730-37.4% |
| Admin fee / account holder | $72,241 | $12,943+458.1% | $11,609+522.3% | $14,365+402.9% |