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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 | $456,957 | $106,749+328.1% | $145,433+214.2% | $82,448+454.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.24% | 27.59%-9.4pp | 66.58%-48.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,941 | $3,444-14.6% | $4,554-35.4% | $2,551+15.3% |
| Participant deferral / active EE | $7,748 | $6,519+18.9% | $7,897-1.9% | $4,139+87.2% |
| Admin fee / account holder | $1,765 | $8,390-79.0% | $13,129-86.6% | $7,234-75.6% |