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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 | $921,977 | $135,905+578.4% | $126,068+631.3% | $198,609+364.2% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 13.36% | 14.07%-0.7pp | 15.01%-1.7pp | 202.70%-189.3pp |
| Employer contribution / active EE | $21,760 | $4,245+412.6% | $3,968+448.4% | $5,055+330.4% |
| Participant deferral / active EE | $14,034 | $8,523+64.6% | $8,214+70.9% | $6,977+101.1% |
| Admin fee / account holder | $19,671 | $21,036-6.5% | $18,264+7.7% | $19,030+3.4% |