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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 | $804,581 | $177,595+353.0% | $148,496+441.8% | $198,609+305.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 11.58% | 9.97%+1.6pp | 12.33%-0.8pp | 202.70%-191.1pp |
| Employer contribution / active EE | $13,430 | $4,098+227.7% | $3,497+284.0% | $5,055+165.7% |
| Participant deferral / active EE | $10,884 | $5,539+96.5% | $4,808+126.3% | $6,977+56.0% |
| Admin fee / account holder | $23,450 | $27,010-13.2% | $19,547+20.0% | $19,030+23.2% |