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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 | $453,004 | $146,267+209.7% | $197,124+129.8% | $82,448+449.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 21.08% | 29.61%-8.5pp | 44.34%-23.3pp | 41.64%-20.6pp |
| Employer contribution / active EE | $9,087 | $4,723+92.4% | $6,227+45.9% | $2,551+256.2% |
| Participant deferral / active EE | $17,355 | $7,035+146.7% | $9,135+90.0% | $4,139+319.3% |
| Admin fee / account holder | $962 | $14,422-93.3% | $16,298-94.1% | $7,234-86.7% |