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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 | $702,726 | $146,267+380.4% | $197,124+256.5% | $82,448+752.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 13.36% | 29.61%-16.3pp | 44.34%-31.0pp | 41.64%-28.3pp |
| Employer contribution / active EE | $22,642 | $4,723+379.4% | $6,227+263.6% | $2,551+787.6% |
| Participant deferral / active EE | $4,206 | $7,035-40.2% | $9,135-54.0% | $4,139+1.6% |
| Admin fee / account holder | $15,644 | $14,422+8.5% | $16,298-4.0% | $7,234+116.2% |