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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 | $199,109+267.8% | $173,730+321.6% | $154,746+373.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 12.56% | 20.02%-7.5pp | 19.96%-7.4pp | 172.34%-159.8pp |
| Employer contribution / active EE | $10,132 | $5,311+90.8% | $4,577+121.4% | $4,379+131.4% |
| Participant deferral / active EE | $20,094 | $7,113+182.5% | $6,326+217.6% | $6,730+198.6% |
| Admin fee / account holder | $217,379 | $20,916+939.3% | $17,523+1140.5% | $14,365+1413.2% |