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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 | $846,242 | $117,895+617.8% | $102,460+725.9% | $145,897+480.0% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 18.01% | 31.92%-13.9pp | 29.47%-11.5pp | 552.29%-534.3pp |
| Employer contribution / active EE | $2,052 | $3,619-43.3% | $3,025-32.2% | $4,663-56.0% |
| Participant deferral / active EE | $6,945 | $5,736+21.1% | $5,056+37.4% | $6,689+3.8% |
| Admin fee / account holder | $25,827 | $13,353+93.4% | $9,460+173.0% | $13,390+92.9% |