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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 | $631,494 | $184,014+243.2% | $161,149+291.9% | $138,895+354.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 11.08% | 21.52%-10.4pp | 21.16%-10.1pp | 145.39%-134.3pp |
| Employer contribution / active EE | $20,070 | $5,055+297.0% | $4,360+360.3% | $4,194+378.5% |
| Participant deferral / active EE | $13,290 | $6,909+92.4% | $6,153+116.0% | $6,396+107.8% |
| Admin fee / account holder | $2,929 | $18,027-83.8% | $15,194-80.7% | $12,562-76.7% |