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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 | $838,014 | $145,431+476.2% | $211,142+296.9% | $87,485+857.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 19.15% | 27.21%-8.1pp | 46.84%-27.7pp | 26.06%-6.9pp |
| Employer contribution / active EE | $32,968 | $4,662+607.2% | $6,442+411.8% | $2,596+1169.8% |
| Participant deferral / active EE | $8,635 | $6,859+25.9% | $9,284-7.0% | $4,274+102.1% |
| Admin fee / account holder | $27,820 | $17,052+63.2% | $19,076+45.8% | $7,775+257.8% |