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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 | $482,178 | $196,972+144.8% | $182,262+164.6% | $198,609+142.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.16% | 158.27%-141.1pp | 140.60%-123.4pp | 202.70%-185.5pp |
| Employer contribution / active EE | $11,062 | $5,364+106.2% | $5,046+119.2% | $5,055+118.8% |
| Participant deferral / active EE | $15,644 | $8,643+81.0% | $8,276+89.0% | $6,977+124.2% |
| Admin fee / account holder | $3,846 | $18,429-79.1% | $16,712-77.0% | $19,030-79.8% |