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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 | $603,714 | $199,109+203.2% | $173,730+247.5% | $154,746+290.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 13.36% | 20.02%-6.7pp | 19.96%-6.6pp | 172.34%-159.0pp |
| Employer contribution / active EE | $31,384 | $5,311+490.9% | $4,577+585.6% | $4,379+616.7% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,673 | $20,916-87.2% | $17,523-84.7% | $14,365-81.4% |