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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 | $136,860+324.6% | $120,344+382.9% | $154,746+275.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 11.35% | 21.38%-10.0pp | 20.30%-9.0pp | 172.34%-161.0pp |
| Employer contribution / active EE | $15,059 | $3,533+326.2% | $3,020+398.6% | $4,379+243.9% |
| Participant deferral / active EE | $7,366 | $5,793+27.1% | $5,135+43.5% | $6,730+9.4% |
| Admin fee / account holder | $18,729 | $15,393+21.7% | $12,742+47.0% | $14,365+30.4% |