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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 | $702,726 | $149,446+370.2% | $256,809+173.6% | $94,015+647.5% |
| Participation rate | 100.0% | 85.3%+14.7pp | 88.5%+11.5pp | 70.8%+29.2pp |
| Annual return | 13.36% | 17.55%-4.2pp | 32.73%-19.4pp | 17.84%-4.5pp |
| Employer contribution / active EE | $22,642 | $4,596+392.6% | $7,263+211.7% | $2,790+711.5% |
| Participant deferral / active EE | $4,206 | $6,491-35.2% | $9,520-55.8% | $4,249-1.0% |
| Admin fee / account holder | $15,644 | $24,035-34.9% | $25,146-37.8% | $8,951+74.8% |