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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 | $913,671 | $86,050+961.8% | $189,758+381.5% | $94,015+871.8% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 13.70% | 17.77%-4.1pp | 52.62%-38.9pp | 17.84%-4.1pp |
| Employer contribution / active EE | $5,170 | $2,819+83.4% | $4,767+8.5% | $2,790+85.3% |
| Participant deferral / active EE | $2,647 | $3,349-21.0% | $5,856-54.8% | $4,249-37.7% |
| Admin fee / account holder | $25,275 | $6,627+281.4% | $20,388+24.0% | $8,951+182.4% |