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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 | $721,272 | $103,164+599.2% | $90,259+699.1% | $154,746+366.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 16.53% | 19.25%-2.7pp | 18.88%-2.3pp | 172.34%-155.8pp |
| Employer contribution / active EE | $18,208 | $2,532+619.2% | $2,291+694.7% | $4,379+315.8% |
| Participant deferral / active EE | $10,303 | $4,422+133.0% | $3,827+169.2% | $6,730+53.1% |
| Admin fee / account holder | $10,052 | $8,593+17.0% | $7,267+38.3% | $14,365-30.0% |