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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 | $493,650 | $104,251+373.5% | $91,004+442.4% | $147,586+234.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.85% | 27.06%-8.2pp | 4.60%+14.3pp | 578.59%-559.7pp |
| Employer contribution / active EE | $13,962 | $3,116+348.1% | $2,456+468.6% | $4,876+186.3% |
| Participant deferral / active EE | $2,350 | $4,195-44.0% | $3,548-33.8% | $5,439-56.8% |
| Admin fee / account holder | $6,560 | $8,948-26.7% | $5,417+21.1% | $10,886-39.7% |