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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 | $838,014 | $149,446+460.7% | $256,809+226.3% | $94,015+791.4% |
| Participation rate | 100.0% | 85.3%+14.7pp | 88.5%+11.5pp | 70.8%+29.2pp |
| Annual return | 19.15% | 17.55%+1.6pp | 32.73%-13.6pp | 17.84%+1.3pp |
| Employer contribution / active EE | $32,968 | $4,596+617.3% | $7,263+353.9% | $2,790+1081.6% |
| Participant deferral / active EE | $8,635 | $6,491+33.0% | $9,520-9.3% | $4,249+103.2% |
| Admin fee / account holder | $27,820 | $24,035+15.7% | $25,146+10.6% | $8,951+210.8% |