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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 | $472,758 | $251,004+88.3% | $191,597+146.7% | $138,895+240.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 76.9%+23.1pp | 79.9%+20.1pp |
| Annual return | 13.41% | 31.05%-17.6pp | 27.07%-13.7pp | 145.39%-132.0pp |
| Employer contribution / active EE | $2,201 | $6,226-64.6% | $5,025-56.2% | $4,194-47.5% |
| Participant deferral / active EE | $12,900 | $8,154+58.2% | $6,850+88.3% | $6,396+101.7% |
| Admin fee / account holder | $6,538 | $31,471-79.2% | $22,799-71.3% | $12,562-48.0% |