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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 | $550,344 | $86,949+532.9% | $102,460+437.1% | $80,959+579.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 14.64% | 18.89%-4.3pp | 29.47%-14.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $17,660 | $2,370+645.2% | $3,025+483.8% | $2,757+540.5% |
| Participant deferral / active EE | $6,101 | $4,121+48.1% | $5,056+20.7% | $4,300+41.9% |
| Admin fee / account holder | $12,076 | $8,048+50.1% | $9,460+27.7% | $6,925+74.4% |