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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 | $855,539 | $184,014+364.9% | $161,149+430.9% | $138,895+516.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 17.63% | 21.52%-3.9pp | 21.16%-3.5pp | 145.39%-127.8pp |
| Employer contribution / active EE | $13,633 | $5,055+169.7% | $4,360+212.7% | $4,194+225.0% |
| Participant deferral / active EE | $6,041 | $6,909-12.6% | $6,153-1.8% | $6,396-5.6% |
| Admin fee / account holder | $20,044 | $18,027+11.2% | $15,194+31.9% | $12,562+59.6% |