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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 | $647,457 | $181,896+255.9% | $156,551+313.6% | $273,972+136.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.71% | 30.74%-26.0pp | 32.23%-27.5pp | 41.46%-36.7pp |
| Employer contribution / active EE | $15,819 | $6,248+153.2% | $5,501+187.6% | $4,869+224.9% |
| Participant deferral / active EE | $15,298 | $5,550+175.6% | $4,871+214.1% | $5,287+189.3% |
| Admin fee / account holder | $48,647 | $15,560+212.6% | $13,028+273.4% | $10,133+380.1% |