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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 | $677,901 | $135,956+398.6% | $123,894+447.2% | $273,972+147.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.32% | 56.63%-48.3pp | 47.52%-39.2pp | 41.46%-33.1pp |
| Employer contribution / active EE | $6,955 | $5,170+34.5% | $4,617+50.6% | $4,869+42.8% |
| Participant deferral / active EE | $14,827 | $6,343+133.8% | $5,984+147.8% | $5,287+180.4% |
| Admin fee / account holder | $22,193 | $9,817+126.1% | $8,357+165.6% | $10,133+119.0% |