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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 | $568,941 | $107,733+428.1% | $92,985+511.9% | $154,746+267.7% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 9.56% | 30.39%-20.8pp | 27.99%-18.4pp | 172.34%-162.8pp |
| Employer contribution / active EE | $25,734 | $3,126+723.1% | $2,662+866.6% | $4,379+487.6% |
| Participant deferral / active EE | $4,312 | $5,053-14.7% | $4,377-1.5% | $6,730-35.9% |
| Admin fee / account holder | $3,147 | $11,369-72.3% | $9,463-66.7% | $14,365-78.1% |