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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 | $953,930 | $254,759+274.4% | $216,567+340.5% | $198,609+380.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 81.6%-1.6pp | 82.4%-2.4pp |
| Annual return | 12.32% | 10.04%+2.3pp | 12.94%-0.6pp | 202.70%-190.4pp |
| Employer contribution / active EE | $12,000 | $6,096+96.8% | $5,216+130.1% | $5,055+137.4% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $33,393 | $26,311+26.9% | $21,981+51.9% | $19,030+75.5% |