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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 | $563,388 | $135,956+314.4% | $123,894+354.7% | $273,972+105.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.49% | 56.63%-50.1pp | 47.52%-41.0pp | 41.46%-35.0pp |
| Employer contribution / active EE | $2,803 | $5,170-45.8% | $4,617-39.3% | $4,869-42.4% |
| Participant deferral / active EE | $16,777 | $6,343+164.5% | $5,984+180.4% | $5,287+217.3% |
| Admin fee / account holder | $1,268 | $9,817-87.1% | $8,357-84.8% | $10,133-87.5% |