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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 | $928,580 | $275,752+236.7% | $256,809+261.6% | $198,609+367.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 20.04% | 34.81%-14.8pp | 32.73%-12.7pp | 202.70%-182.7pp |
| Employer contribution / active EE | $24,027 | $7,721+211.2% | $7,263+230.8% | $5,055+375.3% |
| Participant deferral / active EE | $17,974 | $10,037+79.1% | $9,520+88.8% | $6,977+157.6% |
| Admin fee / account holder | $8,751 | $25,716-66.0% | $25,146-65.2% | $19,030-54.0% |