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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 | $871,579 | $228,352+281.7% | $185,835+369.0% | $158,966+448.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 6.36% | 40.81%-34.4pp | 35.96%-29.6pp | 302.95%-296.6pp |
| Employer contribution / active EE | $6,401 | $4,967+28.9% | $4,087+56.6% | $4,762+34.4% |
| Participant deferral / active EE | $7,513 | $6,416+17.1% | $5,633+33.4% | $5,983+25.6% |
| Admin fee / account holder | $296,869 | $11,867+2401.7% | $9,502+3024.3% | $11,250+2538.8% |