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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 | $213,785+201.2% | $185,441+247.3% | $155,188+315.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 11.36% | 19.97%-8.6pp | 20.16%-8.8pp | 148.84%-137.5pp |
| Employer contribution / active EE | $14,167 | $5,393+162.7% | $4,672+203.2% | $4,248+233.5% |
| Participant deferral / active EE | $6,050 | $6,864-11.9% | $6,152-1.6% | $6,531-7.4% |
| Admin fee / account holder | $13,416 | $21,134-36.5% | $17,890-25.0% | $14,480-7.3% |