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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 | $669,916 | $155,555+330.7% | $146,866+356.1% | $155,188+331.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.03% | 115.41%-102.4pp | 102.85%-89.8pp | 148.84%-135.8pp |
| Employer contribution / active EE | $12,863 | $4,647+176.8% | $4,425+190.7% | $4,248+202.8% |
| Participant deferral / active EE | $7,285 | $8,044-9.4% | $7,759-6.1% | $6,531+11.5% |
| Admin fee / account holder | $30,550 | $14,755+107.0% | $13,620+124.3% | $14,480+111.0% |