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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 | $423,053 | $138,312+205.9% | $122,979+244.0% | $155,188+172.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 9.50% | 22.06%-12.6pp | 20.12%-10.6pp | 148.84%-139.3pp |
| Employer contribution / active EE | $15,539 | $3,530+340.2% | $3,062+407.4% | $4,248+265.8% |
| Participant deferral / active EE | $15,720 | $5,592+181.1% | $5,003+214.2% | $6,531+140.7% |
| Admin fee / account holder | $2,364 | $15,089-84.3% | $12,864-81.6% | $14,480-83.7% |