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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 | $569,372 | $110,379+415.8% | $102,412+456.0% | $145,884+290.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.19% | 24.84%-10.6pp | 24.94%-10.7pp | 551.85%-537.7pp |
| Employer contribution / active EE | $3,134 | $4,216-25.7% | $3,870-19.0% | $4,662-32.8% |
| Participant deferral / active EE | $15,566 | $5,622+176.9% | $5,060+207.6% | $6,690+132.7% |
| Admin fee / account holder | $12,296 | $9,745+26.2% | $8,388+46.6% | $13,392-8.2% |