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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 | $991,343 | $254,759+289.1% | $216,567+357.8% | $198,609+399.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 7.79% | 10.04%-2.3pp | 12.94%-5.2pp | 202.70%-194.9pp |
| Employer contribution / active EE | $7,798 | $6,096+27.9% | $5,216+49.5% | $5,055+54.3% |
| Participant deferral / active EE | $21,667 | $6,948+211.8% | $6,191+250.0% | $6,977+210.6% |
| Admin fee / account holder | $698,776 | $26,311+2555.8% | $21,981+3079.1% | $19,030+3571.9% |