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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 | $953,840 | $136,860+596.9% | $120,344+692.6% | $154,746+516.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 15.27% | 21.38%-6.1pp | 20.30%-5.0pp | 172.34%-157.1pp |
| Employer contribution / active EE | $37,857 | $3,533+971.5% | $3,020+1153.5% | $4,379+764.5% |
| Participant deferral / active EE | $5,470 | $5,793-5.6% | $5,135+6.5% | $6,730-18.7% |
| Admin fee / account holder | $16,628 | $15,393+8.0% | $12,742+30.5% | $14,365+15.8% |