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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 | $544,282 | $155,555+249.9% | $146,866+270.6% | $155,188+250.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.71% | 115.41%-102.7pp | 102.85%-90.1pp | 148.84%-136.1pp |
| Employer contribution / active EE | $11,310 | $4,647+143.4% | $4,425+155.6% | $4,248+166.3% |
| Participant deferral / active EE | $8,996 | $8,044+11.8% | $7,759+15.9% | $6,531+37.7% |
| Admin fee / account holder | $7,979 | $14,755-45.9% | $13,620-41.4% | $14,480-44.9% |