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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 | $896,797 | $167,362+435.8% | $143,799+523.6% | $134,532+566.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 14.10% | 0.47%+13.6pp | -0.04%+14.1pp | 418.27%-404.2pp |
| Employer contribution / active EE | $28,213 | $5,620+402.0% | $4,952+469.7% | $4,741+495.1% |
| Participant deferral / active EE | $18,256 | $6,447+183.2% | $5,638+223.8% | $6,401+185.2% |
| Admin fee / account holder | $2,544 | $18,094-85.9% | $14,677-82.7% | $11,429-77.7% |