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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 | $478,888 | $196,972+143.1% | $182,262+162.7% | $198,609+141.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 19.79% | 158.27%-138.5pp | 140.60%-120.8pp | 202.70%-182.9pp |
| Employer contribution / active EE | $25,271 | $5,364+371.2% | $5,046+400.8% | $5,055+399.9% |
| Participant deferral / active EE | $19,118 | $8,643+121.2% | $8,276+131.0% | $6,977+174.0% |
| Admin fee / account holder | $11,209 | $18,429-39.2% | $16,712-32.9% | $19,030-41.1% |