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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 | $572,722 | $181,896+214.9% | $156,551+265.8% | $273,972+109.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.50% | 30.74%-26.2pp | 32.23%-27.7pp | 41.46%-37.0pp |
| Employer contribution / active EE | $6,000 | $6,248-4.0% | $5,501+9.1% | $4,869+23.2% |
| Participant deferral / active EE | $12,585 | $5,550+126.8% | $4,871+158.4% | $5,287+138.0% |
| Admin fee / account holder | $17,593 | $15,560+13.1% | $13,028+35.0% | $10,133+73.6% |