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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 | $756,718 | $181,896+316.0% | $156,551+383.4% | $273,972+176.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.30% | 30.74%-24.4pp | 32.23%-25.9pp | 41.46%-35.2pp |
| Employer contribution / active EE | $26,961 | $6,248+331.5% | $5,501+390.1% | $4,869+453.8% |
| Participant deferral / active EE | $16,026 | $5,550+188.8% | $4,871+229.0% | $5,287+203.1% |
| Admin fee / account holder | $85,242 | $15,560+447.8% | $13,028+554.3% | $10,133+741.3% |