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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 | $456,937 | $83,898+444.6% | $133,346+242.7% | $94,015+386.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.8%+27.2pp | 70.8%+29.2pp |
| Annual return | 15.88% | 16.00%-0.1pp | 36.85%-21.0pp | 17.84%-2.0pp |
| Employer contribution / active EE | $24,374 | $1,821+1238.8% | $2,853+754.2% | $2,790+773.6% |
| Participant deferral / active EE | $8,116 | $3,245+150.1% | $4,332+87.3% | $4,249+91.0% |
| Admin fee / account holder | $8,672 | $7,809+11.1% | $14,264-39.2% | $8,951-3.1% |