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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 | $435,794 | $153,769+183.4% | $133,975+225.3% | $273,972+59.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.50% | 36.51%-25.0pp | 29.29%-17.8pp | 41.46%-30.0pp |
| Employer contribution / active EE | $12,401 | $6,029+105.7% | $5,211+138.0% | $4,869+154.7% |
| Participant deferral / active EE | $11,145 | $6,958+60.2% | $6,282+77.4% | $5,287+110.8% |
| Admin fee / account holder | $3,566 | $11,765-69.7% | $9,324-61.8% | $10,133-64.8% |