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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 | $597,555 | $181,896+228.5% | $156,551+281.7% | $273,972+118.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.37% | 30.74%-23.4pp | 32.23%-24.9pp | 41.46%-34.1pp |
| Employer contribution / active EE | $13,855 | $6,248+121.7% | $5,501+151.8% | $4,869+184.6% |
| Participant deferral / active EE | $9,155 | $5,550+65.0% | $4,871+88.0% | $5,287+73.2% |
| Admin fee / account holder | $56,032 | $15,560+260.1% | $13,028+330.1% | $10,133+453.0% |