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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 | $626,550 | $99,875+527.3% | $146,866+326.6% | $86,983+620.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 14.92% | 28.10%-13.2pp | 102.85%-87.9pp | 25.83%-10.9pp |
| Employer contribution / active EE | $8,835 | $3,224+174.0% | $4,425+99.7% | $2,584+241.9% |
| Participant deferral / active EE | $13,976 | $6,322+121.1% | $7,759+80.1% | $4,194+233.3% |
| Admin fee / account holder | $4,636 | $7,838-40.8% | $13,620-66.0% | $7,856-41.0% |