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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 | $831,713 | $138,312+501.3% | $122,979+576.3% | $155,188+435.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 15.55% | 22.06%-6.5pp | 20.12%-4.6pp | 148.84%-133.3pp |
| Employer contribution / active EE | $19,015 | $3,530+438.6% | $3,062+520.9% | $4,248+347.7% |
| Participant deferral / active EE | $14,833 | $5,592+165.2% | $5,003+196.5% | $6,531+127.1% |
| Admin fee / account holder | $25,375 | $15,089+68.2% | $12,864+97.2% | $14,480+75.2% |