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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 | $471,400 | $107,666+337.8% | $102,184+361.3% | $154,746+204.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 17.28% | 29.33%-12.0pp | 31.58%-14.3pp | 172.34%-155.1pp |
| Employer contribution / active EE | $11,257 | $3,846+192.7% | $3,594+213.2% | $4,379+157.1% |
| Participant deferral / active EE | $15,187 | $8,719+74.2% | $8,309+82.8% | $6,730+125.6% |
| Admin fee / account holder | $6,919 | $12,943-46.5% | $11,609-40.4% | $14,365-51.8% |