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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 | $621,558 | $185,312+235.4% | $161,489+284.9% | $154,746+301.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.15% | 103.84%-89.7pp | 89.72%-75.6pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,618 | $4,769-66.1% | $4,268-62.1% | $4,379-63.1% |
| Participant deferral / active EE | $2,224 | $6,350-65.0% | $5,630-60.5% | $6,730-67.0% |
| Admin fee / account holder | $11,494 | $18,654-38.4% | $16,006-28.2% | $14,365-20.0% |