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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 | $741,192 | $181,896+307.5% | $156,551+373.5% | $273,972+170.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.70% | 30.74%-22.0pp | 32.23%-23.5pp | 41.46%-32.8pp |
| Employer contribution / active EE | $12,530 | $6,248+100.5% | $5,501+127.8% | $4,869+157.3% |
| Participant deferral / active EE | $19,110 | $5,550+244.3% | $4,871+292.3% | $5,287+261.4% |
| Admin fee / account holder | $27,092 | $15,560+74.1% | $13,028+107.9% | $10,133+167.4% |