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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 | $452,124 | $80,985+458.3% | $96,576+368.2% | $75,181+501.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 18.35% | 27.05%-8.7pp | 25.87%-7.5pp | 160.69%-142.3pp |
| Employer contribution / active EE | $4,951 | $2,282+116.9% | $2,965+67.0% | $2,671+85.4% |
| Participant deferral / active EE | $6,422 | $3,929+63.4% | $4,851+32.4% | $4,126+55.6% |
| Admin fee / account holder | $9,208 | $6,719+37.0% | $8,253+11.6% | $5,650+63.0% |