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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 | $693,612 | $135,956+410.2% | $123,894+459.8% | $273,972+153.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.85% | 56.63%-52.8pp | 47.52%-43.7pp | 41.46%-37.6pp |
| Employer contribution / active EE | $18,467 | $5,170+257.2% | $4,617+300.0% | $4,869+279.3% |
| Participant deferral / active EE | $12,359 | $6,343+94.9% | $5,984+106.5% | $5,287+133.8% |
| Admin fee / account holder | $1,054 | $9,817-89.3% | $8,357-87.4% | $10,133-89.6% |