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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 | $960,106 | $199,109+382.2% | $173,730+452.6% | $154,746+520.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.67% | 20.02%-8.4pp | 19.96%-8.3pp | 172.34%-160.7pp |
| Employer contribution / active EE | $6,289 | $5,311+18.4% | $4,577+37.4% | $4,379+43.6% |
| Participant deferral / active EE | $12,731 | $7,113+79.0% | $6,326+101.2% | $6,730+89.2% |
| Admin fee / account holder | $63,296 | $20,916+202.6% | $17,523+261.2% | $14,365+340.6% |