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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 | $833,979 | $275,752+202.4% | $256,809+224.7% | $198,609+319.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 13.01% | 34.81%-21.8pp | 32.73%-19.7pp | 202.70%-189.7pp |
| Employer contribution / active EE | $7,339 | $7,721-4.9% | $7,263+1.0% | $5,055+45.2% |
| Participant deferral / active EE | $7,507 | $10,037-25.2% | $9,520-21.1% | $6,977+7.6% |
| Admin fee / account holder | $22,963 | $25,716-10.7% | $25,146-8.7% | $19,030+20.7% |