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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 | $915,511 | $212,777+330.3% | $173,703+427.1% | $198,609+361.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 3.90% | 18.82%-14.9pp | 17.46%-13.6pp | 202.70%-198.8pp |
| Employer contribution / active EE | $29,346 | $5,214+462.9% | $4,288+584.4% | $5,055+480.5% |
| Participant deferral / active EE | $13,729 | $5,697+141.0% | $4,854+182.8% | $6,977+96.8% |
| Admin fee / account holder | $14,873 | $19,536-23.9% | $15,562-4.4% | $19,030-21.8% |