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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 | $560,762 | $136,860+309.7% | $120,344+366.0% | $154,746+262.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 19.76% | 21.38%-1.6pp | 20.30%-0.5pp | 172.34%-152.6pp |
| Employer contribution / active EE | $18,684 | $3,533+428.8% | $3,020+518.7% | $4,379+326.7% |
| Participant deferral / active EE | $14,986 | $5,793+158.7% | $5,135+191.8% | $6,730+122.7% |
| Admin fee / account holder | $971 | $15,393-93.7% | $12,742-92.4% | $14,365-93.2% |