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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 | $167,415+272.9% | $140,514+344.3% | $198,609+214.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 15.85% | 13.85%+2.0pp | 14.36%+1.5pp | 202.70%-186.9pp |
| Employer contribution / active EE | $32,396 | $4,088+692.6% | $3,378+858.9% | $5,055+540.8% |
| Participant deferral / active EE | $14,833 | $5,579+165.9% | $4,919+201.6% | $6,977+112.6% |
| Admin fee / account holder | $8,098 | $16,730-51.6% | $13,697-40.9% | $19,030-57.4% |