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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 | $719,212 | $196,972+265.1% | $182,262+294.6% | $198,609+262.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.35% | 158.27%-142.9pp | 140.60%-125.2pp | 202.70%-187.3pp |
| Employer contribution / active EE | $9,441 | $5,364+76.0% | $5,046+87.1% | $5,055+86.8% |
| Participant deferral / active EE | $16,958 | $8,643+96.2% | $8,276+104.9% | $6,977+143.1% |
| Admin fee / account holder | $29,688 | $18,429+61.1% | $16,712+77.6% | $19,030+56.0% |