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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 | $560,762 | $167,415+235.0% | $140,514+299.1% | $198,609+182.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 19.76% | 13.85%+5.9pp | 14.36%+5.4pp | 202.70%-182.9pp |
| Employer contribution / active EE | $18,684 | $4,088+357.1% | $3,378+453.1% | $5,055+269.6% |
| Participant deferral / active EE | $14,986 | $5,579+168.6% | $4,919+204.7% | $6,977+114.8% |
| Admin fee / account holder | $971 | $16,730-94.2% | $13,697-92.9% | $19,030-94.9% |