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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 | $558,055 | $142,972+290.3% | $214,702+159.9% | $86,983+541.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 20.02% | 18.49%+1.5pp | 54.55%-34.5pp | 25.83%-5.8pp |
| Employer contribution / active EE | $20,362 | $4,635+339.3% | $6,461+215.2% | $2,584+687.9% |
| Participant deferral / active EE | $11,503 | $6,568+75.1% | $9,147+25.8% | $4,194+174.3% |
| Admin fee / account holder | $12,342 | $17,617-29.9% | $19,830-37.8% | $7,856+57.1% |