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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 | $605,220 | $163,687+269.7% | $108,745+456.5% | $273,972+120.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 9.64% | 31.16%-21.5pp | 46.22%-36.6pp | 41.46%-31.8pp |
| Employer contribution / active EE | $8,687 | $4,711+84.4% | $3,323+161.4% | $4,869+78.4% |
| Participant deferral / active EE | $12,222 | $7,155+70.8% | $5,121+138.6% | $5,287+131.2% |
| Admin fee / account holder | $22,445 | $12,890+74.1% | $6,144+265.3% | $10,133+121.5% |