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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 | $631,851 | $196,972+220.8% | $182,262+246.7% | $198,609+218.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.23% | 158.27%-138.0pp | 140.60%-120.4pp | 202.70%-182.5pp |
| Employer contribution / active EE | $16,437 | $5,364+206.5% | $5,046+225.8% | $5,055+225.1% |
| Participant deferral / active EE | $17,067 | $8,643+97.5% | $8,276+106.2% | $6,977+144.6% |
| Admin fee / account holder | $2,473 | $18,429-86.6% | $16,712-85.2% | $19,030-87.0% |