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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 | $524,957 | $181,896+188.6% | $156,551+235.3% | $273,972+91.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.18% | 30.74%-20.6pp | 32.23%-22.0pp | 41.46%-31.3pp |
| Employer contribution / active EE | $12,063 | $6,248+93.1% | $5,501+119.3% | $4,869+147.8% |
| Participant deferral / active EE | $7,919 | $5,550+42.7% | $4,871+62.6% | $5,287+49.8% |
| Admin fee / account holder | $33,149 | $15,560+113.0% | $13,028+154.4% | $10,133+227.1% |