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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 | $856,214 | $275,752+210.5% | $256,809+233.4% | $198,609+331.1% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 16.57% | 34.81%-18.2pp | 32.73%-16.2pp | 202.70%-186.1pp |
| Employer contribution / active EE | $34,375 | $7,721+345.2% | $7,263+373.3% | $5,055+580.0% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $17,050 | $25,716-33.7% | $25,146-32.2% | $19,030-10.4% |