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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 | $738,076 | $275,752+167.7% | $256,809+187.4% | $198,609+271.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 13.77% | 34.81%-21.0pp | 32.73%-19.0pp | 202.70%-188.9pp |
| Employer contribution / active EE | $20,380 | $7,721+164.0% | $7,263+180.6% | $5,055+303.1% |
| Participant deferral / active EE | $21,337 | $10,037+112.6% | $9,520+124.1% | $6,977+205.8% |
| Admin fee / account holder | $181,117 | $25,716+604.3% | $25,146+620.2% | $19,030+851.7% |