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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 | $685,673 | $153,769+345.9% | $133,975+411.8% | $273,972+150.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.69% | 36.51%-25.8pp | 29.29%-18.6pp | 41.46%-30.8pp |
| Employer contribution / active EE | $19,232 | $6,029+219.0% | $5,211+269.1% | $4,869+295.0% |
| Participant deferral / active EE | $13,225 | $6,958+90.1% | $6,282+110.5% | $5,287+150.1% |
| Admin fee / account holder | $24,830 | $11,765+111.1% | $9,324+166.3% | $10,133+145.0% |