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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 | $953,840 | $167,415+469.7% | $140,514+578.8% | $198,609+380.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 15.27% | 13.85%+1.4pp | 14.36%+0.9pp | 202.70%-187.4pp |
| Employer contribution / active EE | $37,857 | $4,088+826.1% | $3,378+1020.6% | $5,055+648.8% |
| Participant deferral / active EE | $5,470 | $5,579-2.0% | $4,919+11.2% | $6,977-21.6% |
| Admin fee / account holder | $16,628 | $16,730-0.6% | $13,697+21.4% | $19,030-12.6% |