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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 | $791,345 | $112,729+602.0% | $98,716+701.6% | $137,256+476.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.59% | 38.48%-25.9pp | 31.81%-19.2pp | 220.34%-207.8pp |
| Employer contribution / active EE | $21,667 | $2,725+695.0% | $2,279+850.9% | $4,156+421.3% |
| Participant deferral / active EE | $11,303 | $4,640+143.6% | $4,048+179.3% | $6,407+76.4% |
| Admin fee / account holder | $13,753 | $10,129+35.8% | $8,703+58.0% | $12,270+12.1% |