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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 | $661,234 | $275,752+139.8% | $256,809+157.5% | $198,609+232.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 12.65% | 34.81%-22.2pp | 32.73%-20.1pp | 202.70%-190.0pp |
| Employer contribution / active EE | $11,205 | $7,721+45.1% | $7,263+54.3% | $5,055+121.6% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $24,395 | $25,716-5.1% | $25,146-3.0% | $19,030+28.2% |