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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 | $355,782 | $135,956+161.7% | $123,894+187.2% | $273,972+29.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.40% | 56.63%-47.2pp | 47.52%-38.1pp | 41.46%-32.1pp |
| Employer contribution / active EE | $16,456 | $5,170+218.3% | $4,617+256.4% | $4,869+238.0% |
| Participant deferral / active EE | $13,010 | $6,343+105.1% | $5,984+117.4% | $5,287+146.1% |
| Admin fee / account holder | $394 | $9,817-96.0% | $8,357-95.3% | $10,133-96.1% |