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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 | $551,028 | $201,344+173.7% | $184,243+199.1% | $145,877+277.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.30% | 29.01%-1.7pp | 28.82%-1.5pp | 551.28%-524.0pp |
| Employer contribution / active EE | $2,953 | $7,022-58.0% | $6,427-54.1% | $4,663-36.7% |
| Participant deferral / active EE | $12,907 | $9,807+31.6% | $9,132+41.3% | $6,691+92.9% |
| Admin fee / account holder | $8,031 | $16,382-51.0% | $13,914-42.3% | $13,402-40.1% |