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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 | $869,731 | $199,109+336.8% | $173,730+400.6% | $154,746+462.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 16.21% | 20.02%-3.8pp | 19.96%-3.7pp | 172.34%-156.1pp |
| Employer contribution / active EE | $19,226 | $5,311+262.0% | $4,577+320.0% | $4,379+339.0% |
| Participant deferral / active EE | $15,571 | $7,113+118.9% | $6,326+146.1% | $6,730+131.4% |
| Admin fee / account holder | $586 | $20,916-97.2% | $17,523-96.7% | $14,365-95.9% |