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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 | $660,026 | $75,541+773.7% | $152,093+334.0% | $82,637+698.7% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.01% | 32.56%-14.5pp | 66.36%-48.3pp | 53.51%-35.5pp |
| Employer contribution / active EE | $37,060 | $2,622+1313.2% | $4,175+787.7% | $2,552+1352.1% |
| Participant deferral / active EE | $18,143 | $3,206+466.0% | $5,451+232.8% | $4,126+339.7% |
| Admin fee / account holder | $7,572 | $6,405+18.2% | $14,497-47.8% | $7,339+3.2% |