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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 | $403,514 | $97,125+315.5% | $86,233+367.9% | $137,256+194.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.42% | 74.19%-56.8pp | 61.39%-44.0pp | 220.34%-202.9pp |
| Employer contribution / active EE | $11,440 | $2,841+302.6% | $2,504+356.8% | $4,156+175.3% |
| Participant deferral / active EE | $7,371 | $5,180+42.3% | $4,559+61.7% | $6,407+15.1% |
| Admin fee / account holder | $7,644 | $9,725-21.4% | $8,342-8.4% | $12,270-37.7% |