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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 | $558,055 | $146,267+281.5% | $197,124+183.1% | $82,448+576.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 20.02% | 29.61%-9.6pp | 44.34%-24.3pp | 41.64%-21.6pp |
| Employer contribution / active EE | $20,362 | $4,723+331.1% | $6,227+227.0% | $2,551+698.2% |
| Participant deferral / active EE | $11,503 | $7,035+63.5% | $9,135+25.9% | $4,139+177.9% |
| Admin fee / account holder | $12,342 | $14,422-14.4% | $16,298-24.3% | $7,234+70.6% |