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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 | $746,490 | $275,752+170.7% | $256,809+190.7% | $198,609+275.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 11.80% | 34.81%-23.0pp | 32.73%-20.9pp | 202.70%-190.9pp |
| Employer contribution / active EE | $17,634 | $7,721+128.4% | $7,263+142.8% | $5,055+248.8% |
| Participant deferral / active EE | $17,535 | $10,037+74.7% | $9,520+84.2% | $6,977+151.3% |
| Admin fee / account holder | $1,264 | $25,716-95.1% | $25,146-95.0% | $19,030-93.4% |