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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 | $829,679 | $275,752+200.9% | $256,809+223.1% | $198,609+317.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 15.98% | 34.81%-18.8pp | 32.73%-16.7pp | 202.70%-186.7pp |
| Employer contribution / active EE | $3,237 | $7,721-58.1% | $7,263-55.4% | $5,055-36.0% |
| Participant deferral / active EE | $16,038 | $10,037+59.8% | $9,520+68.5% | $6,977+129.9% |
| Admin fee / account holder | $3,234 | $25,716-87.4% | $25,146-87.1% | $19,030-83.0% |