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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 | $676,968 | $117,895+474.2% | $102,460+560.7% | $145,897+364.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.97% | 31.92%-21.0pp | 29.47%-18.5pp | 552.29%-541.3pp |
| Employer contribution / active EE | $12,700 | $3,619+250.9% | $3,025+319.8% | $4,663+172.4% |
| Participant deferral / active EE | $10,387 | $5,736+81.1% | $5,056+105.4% | $6,689+55.3% |
| Admin fee / account holder | $9,622 | $13,353-27.9% | $9,460+1.7% | $13,390-28.1% |