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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 | $695,279 | $123,155+464.6% | $108,753+539.3% | $155,188+348.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 17.60% | 44.73%-27.1pp | 37.47%-19.9pp | 148.84%-131.2pp |
| Employer contribution / active EE | $13,160 | $2,811+368.1% | $2,427+442.3% | $4,248+209.8% |
| Participant deferral / active EE | $8,354 | $4,623+80.7% | $4,115+103.0% | $6,531+27.9% |
| Admin fee / account holder | $15,932 | $12,126+31.4% | $10,320+54.4% | $14,480+10.0% |