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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 | $858,654 | $140,592+510.7% | $123,105+597.5% | $125,389+584.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 9.65% | 16.80%-7.1pp | 13.22%-3.6pp | 282.24%-272.6pp |
| Employer contribution / active EE | $7,127 | $6,041+18.0% | $5,151+38.4% | $4,866+46.5% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $46,716 | $11,198+317.2% | $9,014+418.3% | $9,541+389.6% |