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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 | $991,365 | $181,896+445.0% | $156,551+533.3% | $273,972+261.8% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 7.27% | 30.74%-23.5pp | 32.23%-25.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $20,099 | $6,248+221.7% | $5,501+265.3% | $4,869+312.8% |
| Participant deferral / active EE | $10,668 | $5,550+92.2% | $4,871+119.0% | $5,287+101.8% |
| Admin fee / account holder | $195,852 | $15,560+1158.7% | $13,028+1403.3% | $10,133+1832.9% |