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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 | $594,521 | $161,352+268.5% | $134,172+343.1% | $137,256+333.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 9.83% | 28.72%-18.9pp | 25.30%-15.5pp | 220.34%-210.5pp |
| Employer contribution / active EE | $4,688 | $4,099+14.4% | $3,420+37.1% | $4,156+12.8% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $10,750 | $15,028-28.5% | $12,016-10.5% | $12,270-12.4% |