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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 | $828,714 | $196,972+320.7% | $182,262+354.7% | $198,609+317.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.97% | 158.27%-142.3pp | 140.60%-124.6pp | 202.70%-186.7pp |
| Employer contribution / active EE | $19,660 | $5,364+266.5% | $5,046+289.6% | $5,055+288.9% |
| Participant deferral / active EE | $34,681 | $8,643+301.3% | $8,276+319.0% | $6,977+397.1% |
| Admin fee / account holder | $30,163 | $18,429+63.7% | $16,712+80.5% | $19,030+58.5% |