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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 | $666,877 | $97,289+585.5% | $92,805+618.6% | $155,188+329.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 13.59% | 29.03%-15.4pp | 31.59%-18.0pp | 148.84%-135.2pp |
| Employer contribution / active EE | $7,918 | $3,632+118.0% | $3,424+131.2% | $4,248+86.4% |
| Participant deferral / active EE | $12,158 | $8,795+38.2% | $8,448+43.9% | $6,531+86.2% |
| Admin fee / account holder | $15,834 | $12,015+31.8% | $10,911+45.1% | $14,480+9.4% |