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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 | $491,870 | $76,407+543.7% | $150,298+227.3% | $82,448+496.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.77% | 39.99%-25.2pp | 62.79%-48.0pp | 41.64%-26.9pp |
| Employer contribution / active EE | $13,905 | $2,614+431.9% | $4,154+234.7% | $2,551+445.1% |
| Participant deferral / active EE | $7,623 | $3,214+137.1% | $5,453+39.8% | $4,139+84.2% |
| Admin fee / account holder | $6,520 | $6,352+2.6% | $14,116-53.8% | $7,234-9.9% |