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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 | $553,919 | $184,014+201.0% | $161,149+243.7% | $138,895+298.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 11.01% | 21.52%-10.5pp | 21.16%-10.1pp | 145.39%-134.4pp |
| Employer contribution / active EE | $4,966 | $5,055-1.8% | $4,360+13.9% | $4,194+18.4% |
| Participant deferral / active EE | $11,825 | $6,909+71.1% | $6,153+92.2% | $6,396+84.9% |
| Admin fee / account holder | $10,062 | $18,027-44.2% | $15,194-33.8% | $12,562-19.9% |