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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 | $481,280 | $176,786+172.2% | $146,643+228.2% | $167,536+187.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 24.63% | 24.04%+0.6pp | 22.75%+1.9pp | 478.82%-454.2pp |
| Employer contribution / active EE | $3,608 | $5,161-30.1% | $4,137-12.8% | $4,839-25.4% |
| Participant deferral / active EE | $8,128 | $6,440+26.2% | $5,506+47.6% | $6,342+28.2% |
| Admin fee / account holder | $3,740 | $13,262-71.8% | $10,280-63.6% | $12,315-69.6% |