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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 | $645,897 | $167,533+285.5% | $151,645+325.9% | $134,545+380.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 3.71% | 7.81%-4.1pp | 3.34%+0.4pp | 418.37%-414.7pp |
| Employer contribution / active EE | $10,000 | $6,828+46.4% | $6,165+62.2% | $4,742+110.9% |
| Participant deferral / active EE | $11,640 | $8,985+29.5% | $8,363+39.2% | $6,401+81.8% |
| Admin fee / account holder | $30,356 | $13,781+120.3% | $11,614+161.4% | $11,431+165.6% |