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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 | $953,840 | $126,661+653.1% | $113,397+741.2% | $138,895+586.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 15.27% | 25.05%-9.8pp | 23.20%-7.9pp | 145.39%-130.1pp |
| Employer contribution / active EE | $37,857 | $3,456+995.3% | $2,977+1171.6% | $4,194+802.6% |
| Participant deferral / active EE | $5,470 | $5,693-3.9% | $5,076+7.7% | $6,396-14.5% |
| Admin fee / account holder | $16,628 | $14,549+14.3% | $11,957+39.1% | $12,562+32.4% |