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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 | $732,387 | $254,759+187.5% | $216,567+238.2% | $198,609+268.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 12.56% | 10.04%+2.5pp | 12.94%-0.4pp | 202.70%-190.1pp |
| Employer contribution / active EE | $10,132 | $6,096+66.2% | $5,216+94.3% | $5,055+100.4% |
| Participant deferral / active EE | $20,094 | $6,948+189.2% | $6,191+224.6% | $6,977+188.0% |
| Admin fee / account holder | $217,379 | $26,311+726.2% | $21,981+889.0% | $19,030+1042.3% |