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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 | $142,972+391.5% | $214,702+227.3% | $86,983+707.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 13.36% | 18.49%-5.1pp | 54.55%-41.2pp | 25.83%-12.5pp |
| Employer contribution / active EE | $22,642 | $4,635+388.5% | $6,461+250.5% | $2,584+776.1% |
| Participant deferral / active EE | $4,206 | $6,568-36.0% | $9,147-54.0% | $4,194+0.3% |
| Admin fee / account holder | $15,644 | $17,617-11.2% | $19,830-21.1% | $7,856+99.1% |