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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 | $662,454 | $196,972+236.3% | $182,262+263.5% | $198,609+233.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 12.72% | 158.27%-145.6pp | 140.60%-127.9pp | 202.70%-190.0pp |
| Employer contribution / active EE | $5,304 | $5,364-1.1% | $5,046+5.1% | $5,055+4.9% |
| Participant deferral / active EE | $17,452 | $8,643+101.9% | $8,276+110.9% | $6,977+150.1% |
| Admin fee / account holder | $119,455 | $18,429+548.2% | $16,712+614.8% | $19,030+527.7% |