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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 | $767,826 | $97,289+689.2% | $92,805+727.4% | $155,188+394.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 12.73% | 29.03%-16.3pp | 31.59%-18.9pp | 148.84%-136.1pp |
| Employer contribution / active EE | $6,755 | $3,632+86.0% | $3,424+97.3% | $4,248+59.0% |
| Participant deferral / active EE | $13,510 | $8,795+53.6% | $8,448+59.9% | $6,531+106.8% |
| Admin fee / account holder | $7,798 | $12,015-35.1% | $10,911-28.5% | $14,480-46.1% |