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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 | $74,535+513.0% | $100,712+353.7% | $82,637+452.9% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 15.88% | 18.92%-3.0pp | 33.27%-17.4pp | 53.51%-37.6pp |
| Employer contribution / active EE | $24,374 | $1,503+1522.1% | $2,313+953.9% | $2,552+855.0% |
| Participant deferral / active EE | $8,116 | $3,074+164.0% | $4,085+98.7% | $4,126+96.7% |
| Admin fee / account holder | $8,672 | $6,576+31.9% | $9,256-6.3% | $7,339+18.2% |