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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 | $983,059 | $184,014+434.2% | $161,149+510.0% | $138,895+607.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 9.96% | 21.52%-11.6pp | 21.16%-11.2pp | 145.39%-135.4pp |
| Employer contribution / active EE | $21,364 | $5,055+322.6% | $4,360+390.0% | $4,194+409.4% |
| Participant deferral / active EE | $8,840 | $6,909+27.9% | $6,153+43.7% | $6,396+38.2% |
| Admin fee / account holder | $6,833 | $18,027-62.1% | $15,194-55.0% | $12,562-45.6% |