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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 | $690,677 | $135,905+408.2% | $126,068+447.9% | $198,609+247.8% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 12.67% | 14.07%-1.4pp | 15.01%-2.3pp | 202.70%-190.0pp |
| Employer contribution / active EE | $12,450 | $4,245+193.3% | $3,968+213.8% | $5,055+146.3% |
| Participant deferral / active EE | $23,259 | $8,523+172.9% | $8,214+183.2% | $6,977+233.4% |
| Admin fee / account holder | $2,806 | $21,036-86.7% | $18,264-84.6% | $19,030-85.3% |