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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 | $546,924 | $102,609+433.0% | $98,090+457.6% | $138,895+293.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 15.86% | 36.44%-20.6pp | 37.05%-21.2pp | 145.39%-129.5pp |
| Employer contribution / active EE | $9,189 | $3,867+137.6% | $3,606+154.8% | $4,194+119.1% |
| Participant deferral / active EE | $22,244 | $8,167+172.4% | $7,845+183.6% | $6,396+247.8% |
| Admin fee / account holder | $112,500 | $11,434+883.9% | $11,815+852.2% | $12,562+795.5% |