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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 | $498,935 | $106,749+367.4% | $145,433+243.1% | $82,448+505.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.95% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $6,296 | $3,444+82.8% | $4,554+38.2% | $2,551+146.8% |
| Participant deferral / active EE | $11,443 | $6,519+75.5% | $7,897+44.9% | $4,139+176.4% |
| Admin fee / account holder | $12,342 | $8,390+47.1% | $13,129-6.0% | $7,234+70.6% |