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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 | $742,494 | $275,752+169.3% | $256,809+189.1% | $198,609+273.8% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 13.31% | 34.81%-21.5pp | 32.73%-19.4pp | 202.70%-189.4pp |
| Employer contribution / active EE | $23,398 | $7,721+203.0% | $7,263+222.2% | $5,055+362.8% |
| Participant deferral / active EE | $23,303 | $10,037+132.2% | $9,520+144.8% | $6,977+234.0% |
| Admin fee / account holder | $11,765 | $25,716-54.2% | $25,146-53.2% | $19,030-38.2% |