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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 | $138,312+269.2% | $122,979+315.3% | $155,188+229.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 15.21% | 22.06%-6.9pp | 20.12%-4.9pp | 148.84%-133.6pp |
| Employer contribution / active EE | $9,451 | $3,530+167.7% | $3,062+208.6% | $4,248+122.5% |
| Participant deferral / active EE | $11,525 | $5,592+106.1% | $5,003+130.4% | $6,531+76.5% |
| Admin fee / account holder | $9,674 | $15,089-35.9% | $12,864-24.8% | $14,480-33.2% |