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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 | $557,063 | $106,280+424.1% | $96,538+477.0% | $139,487+299.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.92% | 38.48%-19.6pp | 35.74%-16.8pp | 373.84%-354.9pp |
| Employer contribution / active EE | $8,678 | $4,107+111.3% | $3,740+132.0% | $4,755+82.5% |
| Participant deferral / active EE | $13,525 | $5,457+147.9% | $4,880+177.1% | $6,713+101.5% |
| Admin fee / account holder | $3,911 | $7,888-50.4% | $6,737-41.9% | $11,407-65.7% |