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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 | $809,428 | $201,370+302.0% | $184,256+339.3% | $145,897+454.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.24% | 29.05%-11.8pp | 28.85%-11.6pp | 552.29%-535.0pp |
| Employer contribution / active EE | $4,374 | $7,024-37.7% | $6,427-31.9% | $4,663-6.2% |
| Participant deferral / active EE | $7,667 | $9,808-21.8% | $9,133-16.1% | $6,689+14.6% |
| Admin fee / account holder | $7,259 | $16,364-55.6% | $13,899-47.8% | $13,390-45.8% |