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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 | $800,969 | $181,896+340.3% | $156,551+411.6% | $273,972+192.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.17% | 30.74%-22.6pp | 32.23%-24.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $13,209 | $6,248+111.4% | $5,501+140.1% | $4,869+171.3% |
| Participant deferral / active EE | $15,750 | $5,550+183.8% | $4,871+223.3% | $5,287+197.9% |
| Admin fee / account holder | $5,932 | $15,560-61.9% | $13,028-54.5% | $10,133-41.5% |