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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 | $430,241 | $196,972+118.4% | $182,262+136.1% | $198,609+116.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 7.35% | 158.27%-150.9pp | 140.60%-133.2pp | 202.70%-195.4pp |
| Employer contribution / active EE | $8,356 | $5,364+55.8% | $5,046+65.6% | $5,055+65.3% |
| Participant deferral / active EE | $14,147 | $8,643+63.7% | $8,276+70.9% | $6,977+102.8% |
| Admin fee / account holder | $344,476 | $18,429+1769.2% | $16,712+1961.3% | $19,030+1710.1% |