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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 | $702,043 | $99,345+606.7% | $84,753+728.3% | $273,972+156.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 20.13% | 22.93%-2.8pp | 22.78%-2.7pp | 41.46%-21.3pp |
| Employer contribution / active EE | $7,730 | $4,214+83.4% | $3,574+116.3% | $4,869+58.8% |
| Participant deferral / active EE | $5,500 | $4,270+28.8% | $3,712+48.2% | $5,287+4.0% |
| Admin fee / account holder | $18,837 | $6,645+183.5% | $5,333+253.2% | $10,133+85.9% |