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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 | $461,520 | $185,141+149.3% | $153,416+200.8% | $155,188+197.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 15.88% | 18.72%-2.8pp | 17.84%-2.0pp | 148.84%-133.0pp |
| Employer contribution / active EE | $14,081 | $4,489+213.6% | $3,764+274.1% | $4,248+231.5% |
| Participant deferral / active EE | $8,688 | $5,477+58.6% | $4,723+83.9% | $6,531+33.0% |
| Admin fee / account holder | $1,094 | $16,005-93.2% | $13,095-91.6% | $14,480-92.4% |