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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 | $497,873 | $215,361+131.2% | $171,082+191.0% | $273,972+81.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.24% | 25.14%-19.9pp | 32.56%-27.3pp | 41.46%-36.2pp |
| Employer contribution / active EE | $23,424 | $4,967+371.6% | $4,002+485.3% | $4,869+381.1% |
| Participant deferral / active EE | $14,697 | $5,543+165.1% | $4,797+206.4% | $5,287+178.0% |
| Admin fee / account holder | $4,088 | $10,846-62.3% | $8,520-52.0% | $10,133-59.7% |