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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 | $471,115 | $165,399+184.8% | $149,745+214.6% | $158,982+196.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.16% | 348.34%-334.2pp | 276.72%-262.6pp | 302.99%-288.8pp |
| Employer contribution / active EE | $2,462 | $5,105-51.8% | $4,646-47.0% | $4,763-48.3% |
| Participant deferral / active EE | $6,504 | $7,183-9.4% | $6,843-5.0% | $5,983+8.7% |
| Admin fee / account holder | $5,846 | $10,811-45.9% | $9,312-37.2% | $11,252-48.0% |