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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 | $626,516 | $135,956+360.8% | $123,894+405.7% | $273,972+128.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.64% | 56.63%-46.0pp | 47.52%-36.9pp | 41.46%-30.8pp |
| Employer contribution / active EE | $17,692 | $5,170+242.2% | $4,617+283.2% | $4,869+263.4% |
| Participant deferral / active EE | $6,315 | $6,343-0.4% | $5,984+5.5% | $5,287+19.4% |
| Admin fee / account holder | $25,310 | $9,817+157.8% | $8,357+202.9% | $10,133+149.8% |