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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 | $700,950 | $97,125+621.7% | $86,233+712.9% | $137,256+410.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.57% | 74.19%-58.6pp | 61.39%-45.8pp | 220.34%-204.8pp |
| Employer contribution / active EE | $19,834 | $2,841+598.0% | $2,504+692.0% | $4,156+377.2% |
| Participant deferral / active EE | $17,058 | $5,180+229.3% | $4,559+274.1% | $6,407+166.2% |
| Admin fee / account holder | $11,951 | $9,725+22.9% | $8,342+43.3% | $12,270-2.6% |