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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 | $478,302 | $118,488+303.7% | $98,462+385.8% | $139,487+242.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 11.33% | 18.96%-7.6pp | 21.17%-9.8pp | 373.84%-362.5pp |
| Employer contribution / active EE | $12,950 | $3,611+258.7% | $3,049+324.8% | $4,755+172.4% |
| Participant deferral / active EE | $6,478 | $5,393+20.1% | $4,738+36.7% | $6,713-3.5% |
| Admin fee / account holder | $7,880 | $13,868-43.2% | $8,875-11.2% | $11,407-30.9% |