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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 | $102,609+549.9% | $98,090+579.9% | $138,895+380.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 13.59% | 36.44%-22.8pp | 37.05%-23.5pp | 145.39%-131.8pp |
| Employer contribution / active EE | $7,918 | $3,867+104.7% | $3,606+119.5% | $4,194+88.8% |
| Participant deferral / active EE | $12,158 | $8,167+48.9% | $7,845+55.0% | $6,396+90.1% |
| Admin fee / account holder | $15,834 | $11,434+38.5% | $11,815+34.0% | $12,562+26.0% |