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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 | $884,748 | $275,752+220.8% | $256,809+244.5% | $198,609+345.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 13.72% | 34.81%-21.1pp | 32.73%-19.0pp | 202.70%-189.0pp |
| Employer contribution / active EE | $6,304 | $7,721-18.4% | $7,263-13.2% | $5,055+24.7% |
| Participant deferral / active EE | $7,850 | $10,037-21.8% | $9,520-17.5% | $6,977+12.5% |
| Admin fee / account holder | $46,302 | $25,716+80.1% | $25,146+84.1% | $19,030+143.3% |