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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 | $693,631 | $142,972+385.2% | $214,702+223.1% | $86,983+697.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 15.16% | 18.49%-3.3pp | 54.55%-39.4pp | 25.83%-10.7pp |
| Employer contribution / active EE | $9,539 | $4,635+105.8% | $6,461+47.7% | $2,584+269.1% |
| Participant deferral / active EE | $13,905 | $6,568+111.7% | $9,147+52.0% | $4,194+231.6% |
| Admin fee / account holder | $8,220 | $17,617-53.3% | $19,830-58.5% | $7,856+4.6% |