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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 | $624,291 | $136,860+356.2% | $120,344+418.8% | $154,746+303.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 15.85% | 21.38%-5.5pp | 20.30%-4.5pp | 172.34%-156.5pp |
| Employer contribution / active EE | $32,396 | $3,533+817.0% | $3,020+972.7% | $4,379+639.8% |
| Participant deferral / active EE | $14,833 | $5,793+156.0% | $5,135+188.9% | $6,730+120.4% |
| Admin fee / account holder | $8,098 | $15,393-47.4% | $12,742-36.4% | $14,365-43.6% |