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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 | $500,524 | $93,057+437.9% | $153,500+226.1% | $80,925+518.5% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 14.00% | 19.96%-6.0pp | 15.70%-1.7pp | 35.65%-21.7pp |
| Employer contribution / active EE | $14,612 | $3,507+316.6% | $5,039+190.0% | $2,756+430.2% |
| Participant deferral / active EE | $12,818 | $5,179+147.5% | $6,756+89.7% | $4,299+198.2% |
| Admin fee / account holder | $9,977 | $8,885+12.3% | $12,736-21.7% | $6,940+43.8% |