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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 | $534,656 | $177,595+201.1% | $148,496+260.0% | $198,609+169.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 12.23% | 9.97%+2.3pp | 12.33%-0.1pp | 202.70%-190.5pp |
| Employer contribution / active EE | $18,114 | $4,098+342.0% | $3,497+417.9% | $5,055+258.3% |
| Participant deferral / active EE | $12,278 | $5,539+121.7% | $4,808+155.3% | $6,977+76.0% |
| Admin fee / account holder | $5,787 | $27,010-78.6% | $19,547-70.4% | $19,030-69.6% |