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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 | $487,833 | $153,311+218.2% | $109,313+346.3% | $273,972+78.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.51% | 29.86%-23.3pp | 22.07%-15.6pp | 41.46%-34.9pp |
| Employer contribution / active EE | $15,818 | $5,619+181.5% | $3,892+306.4% | $4,869+224.9% |
| Participant deferral / active EE | $16,600 | $3,932+322.2% | $3,166+424.2% | $5,287+214.0% |
| Admin fee / account holder | $683 | $8,076-91.5% | $5,666-87.9% | $10,133-93.3% |