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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 | $775,631 | $275,752+181.3% | $256,809+202.0% | $198,609+290.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 16.38% | 34.81%-18.4pp | 32.73%-16.3pp | 202.70%-186.3pp |
| Employer contribution / active EE | $36,000 | $7,721+366.3% | $7,263+395.7% | $5,055+612.1% |
| Participant deferral / active EE | $10,750 | $10,037+7.1% | $9,520+12.9% | $6,977+54.1% |
| Admin fee / account holder | $2,588 | $25,716-89.9% | $25,146-89.7% | $19,030-86.4% |