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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 | $659,933 | $197,637+233.9% | $177,848+271.1% | $158,982+315.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 10.40% | 58.77%-48.4pp | 48.33%-37.9pp | 302.99%-292.6pp |
| Employer contribution / active EE | $8,024 | $6,698+19.8% | $5,919+35.6% | $4,763+68.5% |
| Participant deferral / active EE | $10,400 | $8,405+23.7% | $7,714+34.8% | $5,983+73.8% |
| Admin fee / account holder | $487,280 | $15,406+3062.9% | $12,431+3819.8% | $11,252+4230.8% |