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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 | $201,259+195.9% | $184,200+223.3% | $145,959+308.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.40% | 28.98%-15.6pp | 28.80%-15.4pp | 561.95%-548.5pp |
| Employer contribution / active EE | $5,026 | $7,018-28.4% | $6,424-21.8% | $4,661+7.8% |
| Participant deferral / active EE | $16,932 | $9,806+72.7% | $9,132+85.4% | $6,689+153.2% |
| Admin fee / account holder | $666,356 | $16,372+3970.0% | $13,907+4691.5% | $13,398+4873.6% |