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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 | $529,454 | $138,312+282.8% | $122,979+330.5% | $155,188+241.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 15.09% | 22.06%-7.0pp | 20.12%-5.0pp | 148.84%-133.7pp |
| Employer contribution / active EE | $14,791 | $3,530+319.0% | $3,062+383.0% | $4,248+248.2% |
| Participant deferral / active EE | $7,828 | $5,592+40.0% | $5,003+56.5% | $6,531+19.8% |
| Admin fee / account holder | $2,309 | $15,089-84.7% | $12,864-82.1% | $14,480-84.1% |