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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 | $584,222 | $181,896+221.2% | $156,551+273.2% | $273,972+113.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.90% | 30.74%-19.8pp | 32.23%-21.3pp | 41.46%-30.6pp |
| Employer contribution / active EE | $18,379 | $6,248+194.1% | $5,501+234.1% | $4,869+277.5% |
| Participant deferral / active EE | $10,915 | $5,550+96.7% | $4,871+124.1% | $5,287+106.4% |
| Admin fee / account holder | $383 | $15,560-97.5% | $13,028-97.1% | $10,133-96.2% |