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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 | $895,749 | $254,759+251.6% | $216,567+313.6% | $198,609+351.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 15.58% | 10.04%+5.5pp | 12.94%+2.6pp | 202.70%-187.1pp |
| Employer contribution / active EE | $14,909 | $6,096+144.5% | $5,216+185.8% | $5,055+194.9% |
| Participant deferral / active EE | $16,608 | $6,948+139.0% | $6,191+168.3% | $6,977+138.0% |
| Admin fee / account holder | $12,132 | $26,311-53.9% | $21,981-44.8% | $19,030-36.2% |