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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 | $586,835 | $110,410+431.5% | $102,437+472.9% | $145,897+302.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.41% | 24.85%-15.4pp | 24.95%-15.5pp | 552.29%-542.9pp |
| Employer contribution / active EE | $4,943 | $4,217+17.2% | $3,871+27.7% | $4,663+6.0% |
| Participant deferral / active EE | $9,603 | $5,622+70.8% | $5,060+89.8% | $6,689+43.6% |
| Admin fee / account holder | $5,681 | $9,745-41.7% | $8,388-32.3% | $13,390-57.6% |