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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 | $827,366 | $199,109+315.5% | $173,730+376.2% | $154,746+434.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 10.65% | 20.02%-9.4pp | 19.96%-9.3pp | 172.34%-161.7pp |
| Employer contribution / active EE | $59,854 | $5,311+1026.9% | $4,577+1207.6% | $4,379+1266.8% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,156 | $20,916-80.1% | $17,523-76.3% | $14,365-71.1% |