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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 | $642,193 | $99,345+546.4% | $84,753+657.7% | $273,972+134.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.64% | 22.93%-14.3pp | 22.78%-14.1pp | 41.46%-32.8pp |
| Employer contribution / active EE | $17,745 | $4,214+321.1% | $3,574+396.5% | $4,869+264.5% |
| Participant deferral / active EE | $9,600 | $4,270+124.8% | $3,712+158.6% | $5,287+81.6% |
| Admin fee / account holder | $560 | $6,645-91.6% | $5,333-89.5% | $10,133-94.5% |