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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 | $470,330 | $105,960+343.9% | $81,726+475.5% | $158,982+195.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 7.60% | 38.19%-30.6pp | 29.49%-21.9pp | 302.99%-295.4pp |
| Employer contribution / active EE | $7,218 | $7,805-7.5% | $4,311+67.4% | $4,763+51.5% |
| Participant deferral / active EE | $10,280 | $13,011-21.0% | $7,108+44.6% | $5,983+71.8% |
| Admin fee / account holder | $7,054 | $8,494-17.0% | $5,160+36.7% | $11,252-37.3% |