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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 | $750,384 | $136,860+448.3% | $120,344+523.5% | $154,746+384.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 14.88% | 21.38%-6.5pp | 20.30%-5.4pp | 172.34%-157.5pp |
| Employer contribution / active EE | $10,732 | $3,533+203.8% | $3,020+255.4% | $4,379+145.1% |
| Participant deferral / active EE | $14,603 | $5,793+152.1% | $5,135+184.4% | $6,730+117.0% |
| Admin fee / account holder | $4,204 | $15,393-72.7% | $12,742-67.0% | $14,365-70.7% |