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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 | $543,115 | $196,972+175.7% | $182,262+198.0% | $198,609+173.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 10.75% | 158.27%-147.5pp | 140.60%-129.8pp | 202.70%-191.9pp |
| Employer contribution / active EE | $1,704 | $5,364-68.2% | $5,046-66.2% | $5,055-66.3% |
| Participant deferral / active EE | $17,204 | $8,643+99.1% | $8,276+107.9% | $6,977+146.6% |
| Admin fee / account holder | $4,249 | $18,429-76.9% | $16,712-74.6% | $19,030-77.7% |