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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 | $520,982 | $135,956+283.2% | $123,894+320.5% | $273,972+90.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.33% | 56.63%-50.3pp | 47.52%-41.2pp | 41.46%-35.1pp |
| Employer contribution / active EE | $22,017 | $5,170+325.9% | $4,617+376.9% | $4,869+352.2% |
| Participant deferral / active EE | $8,244 | $6,343+30.0% | $5,984+37.8% | $5,287+55.9% |
| Admin fee / account holder | $15,598 | $9,817+58.9% | $8,357+86.6% | $10,133+53.9% |