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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 | $448,479 | $135,956+229.9% | $123,894+262.0% | $273,972+63.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.80% | 56.63%-43.8pp | 47.52%-34.7pp | 41.46%-28.7pp |
| Employer contribution / active EE | $8,951 | $5,170+73.1% | $4,617+93.9% | $4,869+83.8% |
| Participant deferral / active EE | $16,349 | $6,343+157.8% | $5,984+173.2% | $5,287+209.2% |
| Admin fee / account holder | $590 | $9,817-94.0% | $8,357-92.9% | $10,133-94.2% |