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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 | $531,713 | $196,972+169.9% | $182,262+191.7% | $198,609+167.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.19% | 158.27%-143.1pp | 140.60%-125.4pp | 202.70%-187.5pp |
| Employer contribution / active EE | $19,815 | $5,364+269.4% | $5,046+292.7% | $5,055+292.0% |
| Participant deferral / active EE | $22,795 | $8,643+163.8% | $8,276+175.4% | $6,977+226.7% |
| Admin fee / account holder | $2,619 | $18,429-85.8% | $16,712-84.3% | $19,030-86.2% |