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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 | $143,969+214.7% | $199,883+126.6% | $82,637+448.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 21.08% | 25.67%-4.6pp | 43.81%-22.7pp | 53.51%-32.4pp |
| Employer contribution / active EE | $9,087 | $4,632+96.2% | $6,261+45.1% | $2,552+256.1% |
| Participant deferral / active EE | $17,355 | $6,937+150.2% | $9,138+89.9% | $4,126+320.6% |
| Admin fee / account holder | $962 | $14,597-93.4% | $17,268-94.4% | $7,339-86.9% |