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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 | $475,972 | $111,301+327.6% | $112,977+321.3% | $158,966+199.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 8.29% | 26.40%-18.1pp | 24.24%-16.0pp | 302.95%-294.7pp |
| Employer contribution / active EE | $16,681 | $4,471+273.1% | $4,255+292.1% | $4,762+250.3% |
| Participant deferral / active EE | $10,945 | $5,880+86.1% | $5,836+87.6% | $5,983+82.9% |
| Admin fee / account holder | $3,324 | $8,392-60.4% | $6,294-47.2% | $11,250-70.5% |