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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 | $666,195 | $201,370+230.8% | $184,256+261.6% | $145,897+356.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.85% | 29.05%-5.2pp | 28.85%-5.0pp | 552.29%-528.4pp |
| Employer contribution / active EE | $14,300 | $7,024+103.6% | $6,427+122.5% | $4,663+206.7% |
| Participant deferral / active EE | $30,500 | $9,808+211.0% | $9,133+233.9% | $6,689+356.0% |
| Admin fee / account holder | $8,786 | $16,364-46.3% | $13,899-36.8% | $13,390-34.4% |