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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 | $750,384 | $124,425+503.1% | $112,040+569.7% | $137,256+446.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.88% | 24.72%-9.8pp | 24.52%-9.6pp | 220.34%-205.5pp |
| Employer contribution / active EE | $10,732 | $3,411+214.6% | $2,954+263.3% | $4,156+158.2% |
| Participant deferral / active EE | $14,603 | $5,718+155.4% | $5,098+186.5% | $6,407+127.9% |
| Admin fee / account holder | $4,204 | $15,207-72.4% | $12,098-65.2% | $12,270-65.7% |