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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 | $213,785+319.0% | $185,441+383.0% | $155,188+477.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 15.58% | 19.97%-4.4pp | 20.16%-4.6pp | 148.84%-133.3pp |
| Employer contribution / active EE | $14,909 | $5,393+176.4% | $4,672+219.1% | $4,248+251.0% |
| Participant deferral / active EE | $16,608 | $6,864+141.9% | $6,152+170.0% | $6,531+154.3% |
| Admin fee / account holder | $12,132 | $21,134-42.6% | $17,890-32.2% | $14,480-16.2% |