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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 | $138,312+418.2% | $122,979+482.8% | $155,188+361.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 17.97% | 22.06%-4.1pp | 20.12%-2.1pp | 148.84%-130.9pp |
| Employer contribution / active EE | $8,502 | $3,530+140.8% | $3,062+177.6% | $4,248+100.1% |
| Participant deferral / active EE | $6,764 | $5,592+20.9% | $5,003+35.2% | $6,531+3.6% |
| Admin fee / account holder | $3,439 | $15,089-77.2% | $12,864-73.3% | $14,480-76.2% |