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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 | $908,179 | $162,821+457.8% | $133,978+577.9% | $158,982+471.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.63% | 41.95%-31.3pp | 45.10%-34.5pp | 302.99%-292.4pp |
| Employer contribution / active EE | $6,347 | $4,976+27.5% | $3,919+62.0% | $4,763+33.3% |
| Participant deferral / active EE | $6,883 | $5,910+16.5% | $5,047+36.4% | $5,983+15.0% |
| Admin fee / account holder | $3,969 | $11,742-66.2% | $8,930-55.6% | $11,252-64.7% |