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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 | $761,445 | $155,555+389.5% | $146,866+418.5% | $155,188+390.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.49% | 115.41%-102.9pp | 102.85%-90.4pp | 148.84%-136.3pp |
| Employer contribution / active EE | $17,246 | $4,647+271.1% | $4,425+289.8% | $4,248+306.0% |
| Participant deferral / active EE | $18,306 | $8,044+127.6% | $7,759+135.9% | $6,531+180.3% |
| Admin fee / account holder | $10,313 | $14,755-30.1% | $13,620-24.3% | $14,480-28.8% |