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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 | $883,298 | $127,387+593.4% | $115,038+667.8% | $125,389+604.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 15.07% | 31.28%-16.2pp | 26.14%-11.1pp | 282.24%-267.2pp |
| Employer contribution / active EE | $16,667 | $5,166+222.6% | $4,608+261.7% | $4,866+242.5% |
| Participant deferral / active EE | $12,257 | $6,423+90.8% | $6,026+103.4% | $5,352+129.0% |
| Admin fee / account holder | $3,008 | $9,516-68.4% | $8,175-63.2% | $9,541-68.5% |