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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 | $546,278 | $209,336+161.0% | $197,124+177.1% | $137,256+298.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.20% | 48.09%-35.9pp | 44.34%-32.1pp | 220.34%-208.1pp |
| Employer contribution / active EE | $2,819 | $6,591-57.2% | $6,227-54.7% | $4,156-32.2% |
| Participant deferral / active EE | $12,211 | $9,614+27.0% | $9,135+33.7% | $6,407+90.6% |
| Admin fee / account holder | $504 | $17,308-97.1% | $16,298-96.9% | $12,270-95.9% |