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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 | $504,191 | $106,864+371.8% | $147,318+242.2% | $82,637+510.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.19% | 27.49%-12.3pp | 70.43%-55.2pp | 53.51%-38.3pp |
| Employer contribution / active EE | $3,187 | $3,417-6.7% | $4,593-30.6% | $2,552+24.9% |
| Participant deferral / active EE | $8,643 | $6,496+33.1% | $7,906+9.3% | $4,126+109.5% |
| Admin fee / account holder | $6,195 | $8,415-26.4% | $13,708-54.8% | $7,339-15.6% |