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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 | $952,975 | $199,109+378.6% | $173,730+448.5% | $154,746+515.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 16.80% | 20.02%-3.2pp | 19.96%-3.2pp | 172.34%-155.5pp |
| Employer contribution / active EE | $26,980 | $5,311+408.0% | $4,577+489.4% | $4,379+516.1% |
| Participant deferral / active EE | $20,634 | $7,113+190.1% | $6,326+226.2% | $6,730+206.6% |
| Admin fee / account holder | $5,317 | $20,916-74.6% | $17,523-69.7% | $14,365-63.0% |