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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 | $820,232 | $155,555+427.3% | $146,866+458.5% | $155,188+428.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 10.92% | 115.41%-104.5pp | 102.85%-91.9pp | 148.84%-137.9pp |
| Employer contribution / active EE | $6,136 | $4,647+32.1% | $4,425+38.7% | $4,248+44.5% |
| Participant deferral / active EE | $3,839 | $8,044-52.3% | $7,759-50.5% | $6,531-41.2% |
| Admin fee / account holder | $11,685 | $14,755-20.8% | $13,620-14.2% | $14,480-19.3% |