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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 | $865,534 | $148,629+482.3% | $135,982+536.5% | $139,487+520.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.04% | 79.33%-64.3pp | 68.32%-53.3pp | 373.84%-358.8pp |
| Employer contribution / active EE | $8,860 | $5,247+68.9% | $4,859+82.3% | $4,755+86.3% |
| Participant deferral / active EE | $27,065 | $8,102+234.0% | $7,760+248.8% | $6,713+303.2% |
| Admin fee / account holder | $4,023 | $12,406-67.6% | $10,767-62.6% | $11,407-64.7% |