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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 | $679,427 | $210,908+222.1% | $153,643+342.2% | $145,884+365.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.02% | 13.46%+6.6pp | 15.71%+4.3pp | 551.85%-531.8pp |
| Employer contribution / active EE | $21,246 | $6,055+250.9% | $5,039+321.6% | $4,662+355.7% |
| Participant deferral / active EE | $0 | $7,976-100.0% | $6,754-100.0% | $6,690-100.0% |
| Admin fee / account holder | $15,793 | $19,477-18.9% | $12,739+24.0% | $13,392+17.9% |