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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 | $603,302 | $212,777+183.5% | $173,703+247.3% | $198,609+203.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 13.36% | 18.82%-5.5pp | 17.46%-4.1pp | 202.70%-189.3pp |
| Employer contribution / active EE | $1,920 | $5,214-63.2% | $4,288-55.2% | $5,055-62.0% |
| Participant deferral / active EE | $9,708 | $5,697+70.4% | $4,854+100.0% | $6,977+39.2% |
| Admin fee / account holder | $30,452 | $19,536+55.9% | $15,562+95.7% | $19,030+60.0% |