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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 | $941,714 | $181,896+417.7% | $156,551+501.5% | $273,972+243.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.89% | 30.74%-20.9pp | 32.23%-22.3pp | 41.46%-31.6pp |
| Employer contribution / active EE | $13,975 | $6,248+123.7% | $5,501+154.0% | $4,869+187.0% |
| Participant deferral / active EE | $6,000 | $5,550+8.1% | $4,871+23.2% | $5,287+13.5% |
| Admin fee / account holder | $1,178 | $15,560-92.4% | $13,028-91.0% | $10,133-88.4% |