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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 | $587,358 | $117,895+398.2% | $102,460+473.3% | $145,897+302.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.39% | 31.92%-16.5pp | 29.47%-14.1pp | 552.29%-536.9pp |
| Employer contribution / active EE | $30,667 | $3,619+747.4% | $3,025+913.7% | $4,663+557.7% |
| Participant deferral / active EE | $7,200 | $5,736+25.5% | $5,056+42.4% | $6,689+7.6% |
| Admin fee / account holder | $1,142 | $13,353-91.4% | $9,460-87.9% | $13,390-91.5% |