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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 | $479,583 | $143,969+233.1% | $199,883+139.9% | $82,637+480.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 17.82% | 25.67%-7.9pp | 43.81%-26.0pp | 53.51%-35.7pp |
| Employer contribution / active EE | $53,544 | $4,632+1055.9% | $6,261+755.2% | $2,552+1998.0% |
| Participant deferral / active EE | $8,144 | $6,937+17.4% | $9,138-10.9% | $4,126+97.4% |
| Admin fee / account holder | $15,919 | $14,597+9.1% | $17,268-7.8% | $7,339+116.9% |