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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 | $987,757 | $124,425+693.9% | $112,040+781.6% | $137,256+619.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.80% | 24.72%-10.9pp | 24.52%-10.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $11,529 | $3,411+237.9% | $2,954+290.3% | $4,156+177.4% |
| Participant deferral / active EE | $6,022 | $5,718+5.3% | $5,098+18.1% | $6,407-6.0% |
| Admin fee / account holder | $118,832 | $15,207+681.5% | $12,098+882.2% | $12,270+868.5% |