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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 | $954,642 | $213,785+346.5% | $185,441+414.8% | $155,188+515.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 12.28% | 19.97%-7.7pp | 20.16%-7.9pp | 148.84%-136.6pp |
| Employer contribution / active EE | $6,524 | $5,393+21.0% | $4,672+39.6% | $4,248+53.6% |
| Participant deferral / active EE | $20,592 | $6,864+200.0% | $6,152+234.7% | $6,531+215.3% |
| Admin fee / account holder | $5,323 | $21,134-74.8% | $17,890-70.2% | $14,480-63.2% |