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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 | $444,469 | $104,251+326.3% | $91,004+388.4% | $147,586+201.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 10.21% | 27.06%-16.9pp | 4.60%+5.6pp | 578.59%-568.4pp |
| Employer contribution / active EE | $9,991 | $3,116+220.7% | $2,456+306.9% | $4,876+104.9% |
| Participant deferral / active EE | $3,846 | $4,195-8.3% | $3,548+8.4% | $5,439-29.3% |
| Admin fee / account holder | $6,884 | $8,948-23.1% | $5,417+27.1% | $10,886-36.8% |