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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 | $117,829+618.2% | $102,423+726.2% | $145,877+480.1% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 18.01% | 31.83%-13.8pp | 29.42%-11.4pp | 551.28%-533.3pp |
| Employer contribution / active EE | $2,052 | $3,615-43.2% | $3,023-32.1% | $4,663-56.0% |
| Participant deferral / active EE | $6,945 | $5,732+21.2% | $5,054+37.4% | $6,691+3.8% |
| Admin fee / account holder | $25,827 | $13,335+93.7% | $9,455+173.2% | $13,402+92.7% |