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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 | $667,564 | $181,898+267.0% | $156,552+326.4% | $273,970+143.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 44.75% | 30.74%+14.0pp | 32.23%+12.5pp | 41.46%+3.3pp |
| Employer contribution / active EE | $14,113 | $6,248+125.9% | $5,501+156.5% | $4,869+189.9% |
| Participant deferral / active EE | $20,475 | $5,550+268.9% | $4,871+320.3% | $5,287+287.3% |
| Admin fee / account holder | $13,080 | $15,560-15.9% | $13,028+0.4% | $10,132+29.1% |