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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 | $673,789 | $124,425+441.5% | $112,040+501.4% | $137,256+390.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.11% | 24.72%-7.6pp | 24.52%-7.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $8,521 | $3,411+149.8% | $2,954+188.5% | $4,156+105.0% |
| Participant deferral / active EE | $7,966 | $5,718+39.3% | $5,098+56.3% | $6,407+24.3% |
| Admin fee / account holder | $12,985 | $15,207-14.6% | $12,098+7.3% | $12,270+5.8% |