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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 | $948,863 | $153,769+517.1% | $133,975+608.2% | $273,972+246.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.22% | 36.51%-32.3pp | 29.29%-25.1pp | 41.46%-37.2pp |
| Employer contribution / active EE | $24,937 | $6,029+313.6% | $5,211+378.5% | $4,869+412.2% |
| Participant deferral / active EE | $10,456 | $6,958+50.3% | $6,282+66.4% | $5,287+97.8% |
| Admin fee / account holder | $32,137 | $11,765+173.2% | $9,324+244.7% | $10,133+217.2% |