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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 | $697,840 | $153,769+353.8% | $133,975+420.9% | $273,972+154.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.73% | 36.51%-25.8pp | 29.29%-18.6pp | 41.46%-30.7pp |
| Employer contribution / active EE | $19,406 | $6,029+221.9% | $5,211+272.4% | $4,869+298.6% |
| Participant deferral / active EE | $19,200 | $6,958+175.9% | $6,282+205.6% | $5,287+263.1% |
| Admin fee / account holder | $2,059 | $11,765-82.5% | $9,324-77.9% | $10,133-79.7% |