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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 | $834,630 | $196,972+323.7% | $182,262+357.9% | $198,609+320.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 12.75% | 158.27%-145.5pp | 140.60%-127.8pp | 202.70%-189.9pp |
| Employer contribution / active EE | $1,482 | $5,364-72.4% | $5,046-70.6% | $5,055-70.7% |
| Participant deferral / active EE | $9,849 | $8,643+14.0% | $8,276+19.0% | $6,977+41.2% |
| Admin fee / account holder | $108,550 | $18,429+489.0% | $16,712+549.5% | $19,030+470.4% |