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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 | $598,928 | $107,809+455.5% | $97,032+517.2% | $155,188+285.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 7.80% | 38.06%-30.3pp | 35.38%-27.6pp | 148.84%-141.0pp |
| Employer contribution / active EE | $14,051 | $2,911+382.7% | $2,629+434.5% | $4,248+230.8% |
| Participant deferral / active EE | $10,263 | $5,129+100.1% | $4,672+119.7% | $6,531+57.1% |
| Admin fee / account holder | $4,025 | $10,717-62.4% | $9,418-57.3% | $14,480-72.2% |