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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 | $581,096 | $124,425+367.0% | $112,040+418.7% | $137,256+323.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 11.35% | 24.72%-13.4pp | 24.52%-13.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $15,059 | $3,411+341.4% | $2,954+409.8% | $4,156+262.3% |
| Participant deferral / active EE | $7,366 | $5,718+28.8% | $5,098+44.5% | $6,407+15.0% |
| Admin fee / account holder | $18,729 | $15,207+23.2% | $12,098+54.8% | $12,270+52.6% |