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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 | $845,819 | $181,896+365.0% | $156,551+440.3% | $273,972+208.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.91% | 30.74%-24.8pp | 32.23%-26.3pp | 41.46%-35.5pp |
| Employer contribution / active EE | $10,811 | $6,248+73.0% | $5,501+96.5% | $4,869+122.1% |
| Participant deferral / active EE | $12,600 | $5,550+127.0% | $4,871+158.7% | $5,287+138.3% |
| Admin fee / account holder | $2,429 | $15,560-84.4% | $13,028-81.4% | $10,133-76.0% |