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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 | $875,516 | $201,370+334.8% | $184,256+375.2% | $145,897+500.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.08% | 29.05%-16.0pp | 28.85%-15.8pp | 552.29%-539.2pp |
| Employer contribution / active EE | $17,998 | $7,024+156.2% | $6,427+180.0% | $4,663+286.0% |
| Participant deferral / active EE | $24,863 | $9,808+153.5% | $9,133+172.2% | $6,689+271.7% |
| Admin fee / account holder | $1,575 | $16,364-90.4% | $13,899-88.7% | $13,390-88.2% |