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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 | $143,969+359.2% | $199,883+230.7% | $82,637+700.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 17.86% | 25.67%-7.8pp | 43.81%-26.0pp | 53.51%-35.6pp |
| Employer contribution / active EE | $2,591 | $4,632-44.1% | $6,261-58.6% | $2,552+1.5% |
| Participant deferral / active EE | $7,404 | $6,937+6.7% | $9,138-19.0% | $4,126+79.4% |
| Admin fee / account holder | $11,733 | $14,597-19.6% | $17,268-32.1% | $7,339+59.9% |