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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 | $463,774 | $118,488+291.4% | $98,462+371.0% | $139,487+232.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 19.05% | 18.96%+0.1pp | 21.17%-2.1pp | 373.84%-354.8pp |
| Employer contribution / active EE | $1,743 | $3,611-51.7% | $3,049-42.8% | $4,755-63.3% |
| Participant deferral / active EE | $4,169 | $5,393-22.7% | $4,738-12.0% | $6,713-37.9% |
| Admin fee / account holder | $15,073 | $13,868+8.7% | $8,875+69.8% | $11,407+32.1% |