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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 | $661,085 | $146,267+352.0% | $197,124+235.4% | $82,448+701.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 17.86% | 29.61%-11.8pp | 44.34%-26.5pp | 41.64%-23.8pp |
| Employer contribution / active EE | $2,591 | $4,723-45.1% | $6,227-58.4% | $2,551+1.6% |
| Participant deferral / active EE | $7,404 | $7,035+5.2% | $9,135-18.9% | $4,139+78.9% |
| Admin fee / account holder | $11,733 | $14,422-18.6% | $16,298-28.0% | $7,234+62.2% |