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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 | $643,965 | $199,109+223.4% | $173,730+270.7% | $154,746+316.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.36% | 20.02%-8.7pp | 19.96%-8.6pp | 172.34%-161.0pp |
| Employer contribution / active EE | $14,167 | $5,311+166.7% | $4,577+209.5% | $4,379+223.5% |
| Participant deferral / active EE | $6,050 | $7,113-14.9% | $6,326-4.4% | $6,730-10.1% |
| Admin fee / account holder | $13,416 | $20,916-35.9% | $17,523-23.4% | $14,365-6.6% |