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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 | $600,527 | $199,109+201.6% | $173,730+245.7% | $154,746+288.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 37.18% | 20.02%+17.2pp | 19.96%+17.2pp | 172.34%-135.2pp |
| Employer contribution / active EE | $13,346 | $5,311+151.3% | $4,577+191.6% | $4,379+204.8% |
| Participant deferral / active EE | $7,467 | $7,113+5.0% | $6,326+18.0% | $6,730+10.9% |
| Admin fee / account holder | $9,630 | $20,916-54.0% | $17,523-45.0% | $14,365-33.0% |