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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 | $181,062+239.6% | $158,223+288.6% | $155,188+296.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 19.85% | 57.39%-37.5pp | 52.09%-32.2pp | 148.84%-129.0pp |
| Employer contribution / active EE | $2,229 | $4,565-51.2% | $4,109-45.7% | $4,248-47.5% |
| Participant deferral / active EE | $5,474 | $6,134-10.8% | $5,467+0.1% | $6,531-16.2% |
| Admin fee / account holder | $9,534 | $18,825-49.4% | $16,047-40.6% | $14,480-34.2% |