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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 | $691,577 | $108,825+535.5% | $156,181+342.8% | $82,448+738.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 14.34% | 20.59%-6.2pp | 64.87%-50.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $6,855 | $2,870+138.9% | $4,294+59.6% | $2,551+168.7% |
| Participant deferral / active EE | $7,361 | $4,577+60.8% | $6,132+20.0% | $4,139+77.8% |
| Admin fee / account holder | $18,355 | $9,341+96.5% | $14,586+25.8% | $7,234+153.7% |