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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 | $99,053+307.4% | $88,179+357.6% | $138,895+190.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 17.42% | 78.17%-60.7pp | 64.97%-47.5pp | 145.39%-128.0pp |
| Employer contribution / active EE | $11,440 | $2,882+296.9% | $2,549+348.7% | $4,194+172.7% |
| Participant deferral / active EE | $7,371 | $5,225+41.1% | $4,614+59.8% | $6,396+15.2% |
| Admin fee / account holder | $7,644 | $8,748-12.6% | $7,673-0.4% | $12,562-39.2% |