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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 | $593,233 | $86,949+582.3% | $102,460+479.0% | $80,959+632.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 14.60% | 18.89%-4.3pp | 29.47%-14.9pp | 35.67%-21.1pp |
| Employer contribution / active EE | $8,402 | $2,370+254.6% | $3,025+177.7% | $2,757+204.7% |
| Participant deferral / active EE | $11,073 | $4,121+168.7% | $5,056+119.0% | $4,300+157.5% |
| Admin fee / account holder | $47,282 | $8,048+487.5% | $9,460+399.8% | $6,925+582.7% |