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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 | $846,524 | $167,522+405.3% | $151,639+458.3% | $134,532+529.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.63% | 7.81%-7.2pp | 3.34%-2.7pp | 418.27%-417.6pp |
| Employer contribution / active EE | $29,693 | $6,828+334.9% | $6,165+381.6% | $4,741+526.3% |
| Participant deferral / active EE | $24,833 | $8,986+176.4% | $8,363+196.9% | $6,401+288.0% |
| Admin fee / account holder | $578 | $13,780-95.8% | $11,613-95.0% | $11,429-94.9% |