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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 | $889,081 | $107,733+725.3% | $92,985+856.2% | $154,746+474.5% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 15.29% | 30.39%-15.1pp | 27.99%-12.7pp | 172.34%-157.0pp |
| Employer contribution / active EE | $14,963 | $3,126+378.6% | $2,662+462.1% | $4,379+241.7% |
| Participant deferral / active EE | $8,350 | $5,053+65.2% | $4,377+90.8% | $6,730+24.1% |
| Admin fee / account holder | $4,389 | $11,369-61.4% | $9,463-53.6% | $14,365-69.4% |