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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 | $579,864 | $132,634+337.2% | $115,768+400.9% | $137,256+322.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.57% | 160.70%-147.1pp | 100.46%-86.9pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,748 | $3,360-48.0% | $2,940-40.5% | $4,156-57.9% |
| Participant deferral / active EE | $2,371 | $5,619-57.8% | $4,917-51.8% | $6,407-63.0% |
| Admin fee / account holder | $14,912 | $15,028-0.8% | $12,439+19.9% | $12,270+21.5% |