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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 | $409,556 | $72,607+464.1% | $90,259+353.8% | $87,485+368.1% |
| Participation rate | 100.0% | 64.8%+35.2pp | 70.7%+29.3pp | 68.9%+31.1pp |
| Annual return | 19.53% | 18.59%+0.9pp | 18.88%+0.6pp | 26.06%-6.5pp |
| Employer contribution / active EE | $8,980 | $1,919+367.8% | $2,291+291.9% | $2,596+245.9% |
| Participant deferral / active EE | $3,170 | $3,055+3.8% | $3,827-17.2% | $4,274-25.8% |
| Admin fee / account holder | $9,262 | $5,947+55.8% | $7,267+27.5% | $7,775+19.1% |