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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 | $136,860+286.9% | $120,344+340.0% | $154,746+242.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 15.09% | 21.38%-6.3pp | 20.30%-5.2pp | 172.34%-157.2pp |
| Employer contribution / active EE | $14,791 | $3,533+318.7% | $3,020+389.8% | $4,379+237.8% |
| Participant deferral / active EE | $7,828 | $5,793+35.1% | $5,135+52.4% | $6,730+16.3% |
| Admin fee / account holder | $2,309 | $15,393-85.0% | $12,742-81.9% | $14,365-83.9% |