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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 | $653,684 | $123,155+430.8% | $108,753+501.1% | $155,188+321.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 10.48% | 44.73%-34.3pp | 37.47%-27.0pp | 148.84%-138.4pp |
| Employer contribution / active EE | $8,310 | $2,811+195.6% | $2,427+242.5% | $4,248+95.6% |
| Participant deferral / active EE | $8,408 | $4,623+81.9% | $4,115+104.3% | $6,531+28.7% |
| Admin fee / account holder | $7,165 | $12,126-40.9% | $10,320-30.6% | $14,480-50.5% |