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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 | $572,863 | $201,264+184.6% | $184,185+211.0% | $145,978+292.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.59% | 29.00%-16.4pp | 28.81%-16.2pp | 550.52%-537.9pp |
| Employer contribution / active EE | $26,122 | $7,021+272.1% | $6,426+306.5% | $4,662+460.3% |
| Participant deferral / active EE | $22,255 | $9,806+126.9% | $9,132+143.7% | $6,690+232.7% |
| Admin fee / account holder | $1,106 | $16,376-93.2% | $13,909-92.1% | $13,400-91.7% |