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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 | $923,440 | $196,972+368.8% | $182,262+406.7% | $198,609+365.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.26% | 158.27%-141.0pp | 140.60%-123.3pp | 202.70%-185.4pp |
| Employer contribution / active EE | $16,937 | $5,364+215.8% | $5,046+235.7% | $5,055+235.0% |
| Participant deferral / active EE | $27,625 | $8,643+219.6% | $8,276+233.8% | $6,977+296.0% |
| Admin fee / account holder | $8,051 | $18,429-56.3% | $16,712-51.8% | $19,030-57.7% |