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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 | $139,948+282.0% | $121,663+339.5% | $154,746+245.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 12.23% | 230.52%-218.3pp | 147.54%-135.3pp | 172.34%-160.1pp |
| Employer contribution / active EE | $18,114 | $3,521+414.5% | $3,020+499.8% | $4,379+313.7% |
| Participant deferral / active EE | $12,278 | $5,629+118.1% | $4,887+151.2% | $6,730+82.4% |
| Admin fee / account holder | $5,787 | $17,321-66.6% | $14,289-59.5% | $14,365-59.7% |