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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 | $612,222 | $182,442+235.6% | $163,379+274.7% | $138,895+340.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 12.72% | 72.74%-60.0pp | 63.41%-50.7pp | 145.39%-132.7pp |
| Employer contribution / active EE | $24,253 | $4,159+483.1% | $3,752+546.3% | $4,194+478.2% |
| Participant deferral / active EE | $17,238 | $6,817+152.9% | $6,282+174.4% | $6,396+169.5% |
| Admin fee / account holder | $3,826 | $10,396-63.2% | $9,818-61.0% | $12,562-69.5% |