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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 | $834,279 | $181,896+358.7% | $156,551+432.9% | $273,972+204.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.17% | 30.74%-18.6pp | 32.23%-20.1pp | 41.46%-29.3pp |
| Employer contribution / active EE | $10,708 | $6,248+71.4% | $5,501+94.6% | $4,869+119.9% |
| Participant deferral / active EE | $12,653 | $5,550+128.0% | $4,871+159.8% | $5,287+139.3% |
| Admin fee / account holder | $2,797 | $15,560-82.0% | $13,028-78.5% | $10,133-72.4% |