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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 | $551,081 | $153,769+258.4% | $133,975+311.3% | $273,972+101.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.78% | 36.51%-29.7pp | 29.29%-22.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $11,488 | $6,029+90.6% | $5,211+120.5% | $4,869+136.0% |
| Participant deferral / active EE | $14,531 | $6,958+108.8% | $6,282+131.3% | $5,287+174.8% |
| Admin fee / account holder | $14,777 | $11,765+25.6% | $9,324+58.5% | $10,133+45.8% |