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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 | $442,649 | $54,757+708.4% | $90,304+390.2% | $72,975+506.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 26.89% | 30.63%-3.7pp | 78.13%-51.2pp | 81.01%-54.1pp |
| Employer contribution / active EE | $23,495 | $2,093+1022.5% | $2,855+723.0% | $2,440+862.9% |
| Participant deferral / active EE | $13,230 | $2,887+358.2% | $3,885+240.5% | $3,608+266.7% |
| Admin fee / account holder | $6,211 | $3,973+56.3% | $5,354+16.0% | $5,124+21.2% |