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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 | $556,732 | $123,155+352.1% | $108,753+411.9% | $155,188+258.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 27.22% | 44.73%-17.5pp | 37.47%-10.2pp | 148.84%-121.6pp |
| Employer contribution / active EE | $10,213 | $2,811+263.3% | $2,427+320.9% | $4,248+140.4% |
| Participant deferral / active EE | $4,286 | $4,623-7.3% | $4,115+4.2% | $6,531-34.4% |
| Admin fee / account holder | $3,397 | $12,126-72.0% | $10,320-67.1% | $14,480-76.5% |