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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 | $569,175 | $135,956+318.6% | $123,894+359.4% | $273,972+107.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.32% | 56.63%-44.3pp | 47.52%-35.2pp | 41.46%-29.1pp |
| Employer contribution / active EE | $15,304 | $5,170+196.0% | $4,617+231.5% | $4,869+214.3% |
| Participant deferral / active EE | $16,677 | $6,343+162.9% | $5,984+178.7% | $5,287+215.4% |
| Admin fee / account holder | $67,173 | $9,817+584.2% | $8,357+703.8% | $10,133+562.9% |