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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 | $539,514 | $135,956+296.8% | $123,894+335.5% | $273,972+96.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.00% | 56.63%-45.6pp | 47.52%-36.5pp | 41.46%-30.5pp |
| Employer contribution / active EE | $17,270 | $5,170+234.1% | $4,617+274.1% | $4,869+254.7% |
| Participant deferral / active EE | $14,464 | $6,343+128.0% | $5,984+141.7% | $5,287+173.6% |
| Admin fee / account holder | $4,701 | $9,817-52.1% | $8,357-43.7% | $10,133-53.6% |