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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 | $738,802 | $106,588+593.1% | $94,215+684.2% | $155,188+376.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 24.58% | 29.39%-4.8pp | 28.22%-3.6pp | 148.84%-124.3pp |
| Employer contribution / active EE | $2,106 | $3,080-31.6% | $2,675-21.3% | $4,248-50.4% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,276-100.0% | $6,531-100.0% |
| Admin fee / account holder | $16,645 | $12,281+35.5% | $10,216+62.9% | $14,480+15.0% |