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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 | $595,508 | $201,370+195.7% | $184,256+223.2% | $145,897+308.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.40% | 29.05%-15.6pp | 28.85%-15.4pp | 552.29%-538.9pp |
| Employer contribution / active EE | $5,026 | $7,024-28.4% | $6,427-21.8% | $4,663+7.8% |
| Participant deferral / active EE | $16,932 | $9,808+72.6% | $9,133+85.4% | $6,689+153.1% |
| Admin fee / account holder | $666,356 | $16,364+3972.1% | $13,899+4694.1% | $13,390+4876.4% |