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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 | $824,306 | $117,829+599.6% | $102,423+704.8% | $145,877+465.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.82% | 31.83%-18.0pp | 29.42%-15.6pp | 551.28%-537.5pp |
| Employer contribution / active EE | $4,888 | $3,615+35.2% | $3,023+61.7% | $4,663+4.8% |
| Participant deferral / active EE | $9,376 | $5,732+63.6% | $5,054+85.5% | $6,691+40.1% |
| Admin fee / account holder | $20,321 | $13,335+52.4% | $9,455+114.9% | $13,402+51.6% |