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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 | $931,639 | $138,393+573.2% | $184,256+405.6% | $80,959+1050.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 16.08% | 20.01%-3.9pp | 28.85%-12.8pp | 35.67%-19.6pp |
| Employer contribution / active EE | $8,110 | $4,847+67.3% | $6,427+26.2% | $2,757+194.1% |
| Participant deferral / active EE | $22,416 | $7,076+216.8% | $9,133+145.4% | $4,300+421.3% |
| Admin fee / account holder | $46,541 | $10,489+343.7% | $13,899+234.8% | $6,925+572.0% |