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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 | $728,858 | $101,795+616.0% | $165,100+341.5% | $80,959+800.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 21.73% | 16.73%+5.0pp | 70.21%-48.5pp | 35.67%-13.9pp |
| Employer contribution / active EE | $15,988 | $2,954+441.3% | $4,348+267.7% | $2,757+479.9% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $15,965 | $8,221+94.2% | $12,696+25.8% | $6,925+130.5% |