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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 | $597,278 | $161,352+270.2% | $134,172+345.2% | $137,256+335.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 17.23% | 28.72%-11.5pp | 25.30%-8.1pp | 220.34%-203.1pp |
| Employer contribution / active EE | $5,806 | $4,099+41.6% | $3,420+69.8% | $4,156+39.7% |
| Participant deferral / active EE | $20,664 | $5,552+272.2% | $4,690+340.5% | $6,407+222.5% |
| Admin fee / account holder | $7,680 | $15,028-48.9% | $12,016-36.1% | $12,270-37.4% |