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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 | $416,202 | $110,379+277.1% | $102,412+306.4% | $145,884+185.3% |
| Participation rate | 82.4% | 77.9%+4.4pp | 74.5%+7.8pp | 80.3%+2.1pp |
| Annual return | 24.15% | 24.84%-0.7pp | 24.94%-0.8pp | 551.85%-527.7pp |
| Employer contribution / active EE | $12,675 | $4,216+200.6% | $3,870+227.5% | $4,662+171.9% |
| Participant deferral / active EE | $2,799 | $5,622-50.2% | $5,060-44.7% | $6,690-58.2% |
| Admin fee / account holder | $873 | $9,745-91.0% | $8,388-89.6% | $13,392-93.5% |