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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 | $614,803 | $174,379+252.6% | $152,093+304.2% | $138,895+342.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.85% | 74.86%-55.0pp | 66.36%-46.5pp | 145.39%-125.5pp |
| Employer contribution / active EE | $2,229 | $4,652-52.1% | $4,175-46.6% | $4,194-46.8% |
| Participant deferral / active EE | $5,474 | $6,159-11.1% | $5,451+0.4% | $6,396-14.4% |
| Admin fee / account holder | $9,534 | $16,880-43.5% | $14,497-34.2% | $12,562-24.1% |