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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 | $876,954 | $135,956+545.0% | $123,894+607.8% | $273,972+220.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.42% | 56.63%-48.2pp | 47.52%-39.1pp | 41.46%-33.0pp |
| Employer contribution / active EE | $23,624 | $5,170+357.0% | $4,617+411.7% | $4,869+385.2% |
| Participant deferral / active EE | $16,045 | $6,343+153.0% | $5,984+168.1% | $5,287+203.5% |
| Admin fee / account holder | $15,025 | $9,817+53.0% | $8,357+79.8% | $10,133+48.3% |