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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 | $531,934 | $95,453+457.3% | $112,040+374.8% | $82,448+545.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 12.52% | 23.92%-11.4pp | 24.52%-12.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $17,238 | $2,318+643.7% | $2,954+483.6% | $2,551+575.8% |
| Participant deferral / active EE | $8,874 | $4,224+110.1% | $5,098+74.1% | $4,139+114.4% |
| Admin fee / account holder | $11,638 | $9,013+29.1% | $12,098-3.8% | $7,234+60.9% |