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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 | $167,415+302.5% | $140,514+379.5% | $198,609+239.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 17.11% | 13.85%+3.3pp | 14.36%+2.8pp | 202.70%-185.6pp |
| Employer contribution / active EE | $8,521 | $4,088+108.5% | $3,378+152.2% | $5,055+68.6% |
| Participant deferral / active EE | $7,966 | $5,579+42.8% | $4,919+62.0% | $6,977+14.2% |
| Admin fee / account holder | $12,985 | $16,730-22.4% | $13,697-5.2% | $19,030-31.8% |