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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 | $554,483 | $201,264+175.5% | $184,185+201.0% | $145,978+279.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.04% | 29.00%-18.0pp | 28.81%-17.8pp | 550.52%-539.5pp |
| Employer contribution / active EE | $12,432 | $7,021+77.1% | $6,426+93.5% | $4,662+166.7% |
| Participant deferral / active EE | $8,557 | $9,806-12.7% | $9,132-6.3% | $6,690+27.9% |
| Admin fee / account holder | $1,830 | $16,376-88.8% | $13,909-86.8% | $13,400-86.3% |