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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 | $618,924 | $199,109+210.8% | $173,730+256.3% | $154,746+300.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 17.94% | 20.02%-2.1pp | 19.96%-2.0pp | 172.34%-154.4pp |
| Employer contribution / active EE | $10,207 | $5,311+92.2% | $4,577+123.0% | $4,379+133.1% |
| Participant deferral / active EE | $7,900 | $7,113+11.1% | $6,326+24.9% | $6,730+17.4% |
| Admin fee / account holder | $2,167 | $20,916-89.6% | $17,523-87.6% | $14,365-84.9% |