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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 | $400,517 | $107,733+271.8% | $92,985+330.7% | $154,746+158.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 17.06% | 30.39%-13.3pp | 27.99%-10.9pp | 172.34%-155.3pp |
| Employer contribution / active EE | $11,480 | $3,126+267.2% | $2,662+331.2% | $4,379+162.2% |
| Participant deferral / active EE | $6,601 | $5,053+30.6% | $4,377+50.8% | $6,730-1.9% |
| Admin fee / account holder | $1,488 | $11,369-86.9% | $9,463-84.3% | $14,365-89.6% |