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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 | $542,016 | $181,896+198.0% | $156,551+246.2% | $273,972+97.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.91% | 30.74%-20.8pp | 32.23%-22.3pp | 41.46%-31.5pp |
| Employer contribution / active EE | $23,680 | $6,248+279.0% | $5,501+330.5% | $4,869+386.4% |
| Participant deferral / active EE | $9,740 | $5,550+75.5% | $4,871+100.0% | $5,287+84.2% |
| Admin fee / account holder | $6,799 | $15,560-56.3% | $13,028-47.8% | $10,133-32.9% |