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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 | $540,790 | $210,510+156.9% | $153,500+252.3% | $145,877+270.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.62% | 13.45%+1.2pp | 15.70%-1.1pp | 551.28%-536.7pp |
| Employer contribution / active EE | $13,394 | $6,052+121.3% | $5,039+165.8% | $4,663+187.2% |
| Participant deferral / active EE | $0 | $7,974-100.0% | $6,756-100.0% | $6,691-100.0% |
| Admin fee / account holder | $13,929 | $19,455-28.4% | $12,736+9.4% | $13,402+3.9% |