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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 | $367,519 | $124,980+194.1% | $108,359+239.2% | $154,746+137.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.21% | 45.00%-29.8pp | 36.89%-21.7pp | 172.34%-157.1pp |
| Employer contribution / active EE | $10,361 | $2,851+263.5% | $2,399+331.8% | $4,379+136.6% |
| Participant deferral / active EE | $5,022 | $4,743+5.9% | $4,137+21.4% | $6,730-25.4% |
| Admin fee / account holder | $3,731 | $11,502-67.6% | $9,741-61.7% | $14,365-74.0% |