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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 | $452,432 | $211,239+114.2% | $178,528+153.4% | $145,877+210.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.64% | 30.22%-21.6pp | 27.11%-18.5pp | 551.28%-542.6pp |
| Employer contribution / active EE | $3,395 | $4,570-25.7% | $3,950-14.1% | $4,663-27.2% |
| Participant deferral / active EE | $4,143 | $6,963-40.5% | $6,278-34.0% | $6,691-38.1% |
| Admin fee / account holder | $14,849 | $12,095+22.8% | $10,419+42.5% | $13,402+10.8% |