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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 | $648,247 | $135,956+376.8% | $123,894+423.2% | $273,972+136.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.74% | 56.63%-49.9pp | 47.52%-40.8pp | 41.46%-34.7pp |
| Employer contribution / active EE | $19,667 | $5,170+280.4% | $4,617+326.0% | $4,869+303.9% |
| Participant deferral / active EE | $11,321 | $6,343+78.5% | $5,984+89.2% | $5,287+114.1% |
| Admin fee / account holder | $15,580 | $9,817+58.7% | $8,357+86.4% | $10,133+53.8% |