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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 | $309,548 | $49,249+528.5% | $70,476+339.2% | $79,852+287.7% |
| Participation rate | 98.5% | 69.2%+29.3pp | 75.1%+23.4pp | 69.6%+28.8pp |
| Annual return | 14.09% | 30.09%-16.0pp | 109.12%-95.0pp | 31.72%-17.6pp |
| Employer contribution / active EE | $11,289 | $2,100+437.5% | $2,738+312.3% | $2,471+356.8% |
| Participant deferral / active EE | $10,298 | $2,769+271.9% | $3,710+177.6% | $3,740+175.3% |
| Admin fee / account holder | $4,216 | $2,878+46.5% | $3,847+9.6% | $5,306-20.6% |