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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 | $903,361 | $135,905+564.7% | $126,068+616.6% | $198,609+354.8% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 10.03% | 14.07%-4.0pp | 15.01%-5.0pp | 202.70%-192.7pp |
| Employer contribution / active EE | $30,408 | $4,245+616.3% | $3,968+666.3% | $5,055+501.5% |
| Participant deferral / active EE | $13,258 | $8,523+55.5% | $8,214+61.4% | $6,977+90.0% |
| Admin fee / account holder | $11,082 | $21,036-47.3% | $18,264-39.3% | $19,030-41.8% |