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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 | $544,662 | $124,980+335.8% | $108,359+402.6% | $154,746+252.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 10.76% | 45.00%-34.2pp | 36.89%-26.1pp | 172.34%-161.6pp |
| Employer contribution / active EE | $9,369 | $2,851+228.7% | $2,399+290.4% | $4,379+113.9% |
| Participant deferral / active EE | $6,097 | $4,743+28.6% | $4,137+47.4% | $6,730-9.4% |
| Admin fee / account holder | $2,164 | $11,502-81.2% | $9,741-77.8% | $14,365-84.9% |