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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 | $106,588+433.8% | $94,215+503.9% | $155,188+266.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 9.56% | 29.39%-19.8pp | 28.22%-18.7pp | 148.84%-139.3pp |
| Employer contribution / active EE | $25,734 | $3,080+735.6% | $2,675+862.0% | $4,248+505.8% |
| Participant deferral / active EE | $4,312 | $4,802-10.2% | $4,276+0.8% | $6,531-34.0% |
| Admin fee / account holder | $3,147 | $12,281-74.4% | $10,216-69.2% | $14,480-78.3% |