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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 | $934,087 | $136,860+582.5% | $120,344+676.2% | $154,746+503.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 15.11% | 21.38%-6.3pp | 20.30%-5.2pp | 172.34%-157.2pp |
| Employer contribution / active EE | $23,188 | $3,533+556.3% | $3,020+667.8% | $4,379+429.5% |
| Participant deferral / active EE | $7,062 | $5,793+21.9% | $5,135+37.5% | $6,730+4.9% |
| Admin fee / account holder | $11,130 | $15,393-27.7% | $12,742-12.6% | $14,365-22.5% |