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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 | $716,683 | $126,661+465.8% | $113,397+532.0% | $138,895+416.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 17.97% | 25.05%-7.1pp | 23.20%-5.2pp | 145.39%-127.4pp |
| Employer contribution / active EE | $8,502 | $3,456+146.0% | $2,977+185.6% | $4,194+102.7% |
| Participant deferral / active EE | $6,764 | $5,693+18.8% | $5,076+33.2% | $6,396+5.7% |
| Admin fee / account holder | $3,439 | $14,549-76.4% | $11,957-71.2% | $12,562-72.6% |