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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 | $487,540 | $135,956+258.6% | $123,894+293.5% | $273,972+78.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.06% | 56.63%-50.6pp | 47.52%-41.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $11,373 | $5,170+120.0% | $4,617+146.4% | $4,869+133.6% |
| Participant deferral / active EE | $11,645 | $6,343+83.6% | $5,984+94.6% | $5,287+120.2% |
| Admin fee / account holder | $14,022 | $9,817+42.8% | $8,357+67.8% | $10,133+38.4% |