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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 | $692,548 | $76,551+804.7% | $123,894+459.0% | $62,881+1001.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.60% | 18.68%-9.1pp | 47.52%-37.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $4,192 | $2,882+45.4% | $4,617-9.2% | $2,281+83.8% |
| Participant deferral / active EE | $3,788 | $4,840-21.7% | $5,984-36.7% | $3,203+18.3% |
| Admin fee / account holder | $55,874 | $4,826+1057.8% | $8,357+568.6% | $4,296+1200.7% |