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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 | $585,031 | $85,196+586.7% | $76,383+665.9% | $145,897+301.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 12.52% | 13.13%-0.6pp | 13.79%-1.3pp | 552.29%-539.8pp |
| Employer contribution / active EE | $31,008 | $5,268+488.7% | $4,587+576.0% | $4,663+565.0% |
| Participant deferral / active EE | $28,905 | $6,386+352.6% | $5,474+428.0% | $6,689+332.1% |
| Admin fee / account holder | $2,363 | $5,786-59.2% | $5,147-54.1% | $13,390-82.4% |