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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 | $99,875+404.8% | $146,866+243.3% | $86,983+479.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.19% | 28.10%-12.9pp | 102.85%-87.7pp | 25.83%-10.6pp |
| Employer contribution / active EE | $3,187 | $3,224-1.1% | $4,425-28.0% | $2,584+23.3% |
| Participant deferral / active EE | $8,643 | $6,322+36.7% | $7,759+11.4% | $4,194+106.1% |
| Admin fee / account holder | $6,195 | $7,838-21.0% | $13,620-54.5% | $7,856-21.1% |