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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 | $487,090 | $196,972+147.3% | $182,262+167.2% | $198,609+145.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 10.20% | 158.27%-148.1pp | 140.60%-130.4pp | 202.70%-192.5pp |
| Employer contribution / active EE | $16,381 | $5,364+205.4% | $5,046+224.6% | $5,055+224.0% |
| Participant deferral / active EE | $3,773 | $8,643-56.3% | $8,276-54.4% | $6,977-45.9% |
| Admin fee / account holder | $10,817 | $18,429-41.3% | $16,712-35.3% | $19,030-43.2% |