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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 | $139,948+314.3% | $121,663+376.6% | $154,746+274.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 13.57% | 230.52%-216.9pp | 147.54%-134.0pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,748 | $3,521-50.4% | $3,020-42.1% | $4,379-60.1% |
| Participant deferral / active EE | $2,371 | $5,629-57.9% | $4,887-51.5% | $6,730-64.8% |
| Admin fee / account holder | $14,912 | $17,321-13.9% | $14,289+4.4% | $14,365+3.8% |