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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 | $510,675 | $124,425+310.4% | $112,040+355.8% | $137,256+272.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.21% | 24.72%-9.5pp | 24.52%-9.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $9,451 | $3,411+177.0% | $2,954+219.9% | $4,156+127.4% |
| Participant deferral / active EE | $11,525 | $5,718+101.5% | $5,098+126.1% | $6,407+79.9% |
| Admin fee / account holder | $9,674 | $15,207-36.4% | $12,098-20.0% | $12,270-21.2% |