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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 | $379,573 | $95,404+297.9% | $113,397+234.7% | $82,637+359.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 14.11% | 19.08%-5.0pp | 23.20%-9.1pp | 53.51%-39.4pp |
| Employer contribution / active EE | $4,403 | $2,307+90.9% | $2,977+47.9% | $2,552+72.5% |
| Participant deferral / active EE | $2,636 | $4,220-37.5% | $5,076-48.1% | $4,126-36.1% |
| Admin fee / account holder | $14,965 | $9,168+63.2% | $11,957+25.2% | $7,339+103.9% |