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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 | $600,527 | $213,785+180.9% | $185,441+223.8% | $155,188+287.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 37.18% | 19.97%+17.2pp | 20.16%+17.0pp | 148.84%-111.7pp |
| Employer contribution / active EE | $13,346 | $5,393+147.5% | $4,672+185.6% | $4,248+214.2% |
| Participant deferral / active EE | $7,467 | $6,864+8.8% | $6,152+21.4% | $6,531+14.3% |
| Admin fee / account holder | $9,630 | $21,134-54.4% | $17,890-46.2% | $14,480-33.5% |