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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 | $432,471 | $86,050+402.6% | $189,758+127.9% | $94,015+360.0% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 17.41% | 17.77%-0.4pp | 52.62%-35.2pp | 17.84%-0.4pp |
| Employer contribution / active EE | $9,554 | $2,819+238.9% | $4,767+100.4% | $2,790+242.4% |
| Participant deferral / active EE | $11,366 | $3,349+239.4% | $5,856+94.1% | $4,249+167.5% |
| Admin fee / account holder | $5,203 | $6,627-21.5% | $20,388-74.5% | $8,951-41.9% |