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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 | $741,167 | $97,125+663.1% | $86,233+759.5% | $137,256+440.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.24% | 74.19%-58.9pp | 61.39%-46.1pp | 220.34%-205.1pp |
| Employer contribution / active EE | $15,935 | $2,841+460.8% | $2,504+536.3% | $4,156+283.4% |
| Participant deferral / active EE | $14,169 | $5,180+173.6% | $4,559+210.8% | $6,407+121.2% |
| Admin fee / account holder | $3,653 | $9,725-62.4% | $8,342-56.2% | $12,270-70.2% |