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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 | $984,663 | $107,666+814.6% | $102,184+863.6% | $154,746+536.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 12.14% | 29.33%-17.2pp | 31.58%-19.4pp | 172.34%-160.2pp |
| Employer contribution / active EE | $6,254 | $3,846+62.6% | $3,594+74.0% | $4,379+42.8% |
| Participant deferral / active EE | $25,355 | $8,719+190.8% | $8,309+205.1% | $6,730+276.7% |
| Admin fee / account holder | $22,297 | $12,943+72.3% | $11,609+92.1% | $14,365+55.2% |