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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 | $727,604 | $135,956+435.2% | $123,894+487.3% | $273,972+165.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.75% | 56.63%-48.9pp | 47.52%-39.8pp | 41.46%-33.7pp |
| Employer contribution / active EE | $5,539 | $5,170+7.1% | $4,617+20.0% | $4,869+13.8% |
| Participant deferral / active EE | $7,615 | $6,343+20.1% | $5,984+27.3% | $5,287+44.0% |
| Admin fee / account holder | $14,028 | $9,817+42.9% | $8,357+67.9% | $10,133+38.4% |