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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 | $470,870 | $78,015+503.6% | $178,505+163.8% | $80,959+481.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 13.82% | 18.10%-4.3pp | 27.16%-13.3pp | 35.67%-21.8pp |
| Employer contribution / active EE | $16,940 | $2,281+642.5% | $3,955+328.3% | $2,757+514.4% |
| Participant deferral / active EE | $12,439 | $4,406+182.3% | $6,280+98.1% | $4,300+189.2% |
| Admin fee / account holder | $6,564 | $7,160-8.3% | $10,428-37.0% | $6,925-5.2% |