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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 | $581,096 | $167,415+247.1% | $140,514+313.6% | $198,609+192.6% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 11.35% | 13.85%-2.5pp | 14.36%-3.0pp | 202.70%-191.3pp |
| Employer contribution / active EE | $15,059 | $4,088+268.4% | $3,378+345.8% | $5,055+197.9% |
| Participant deferral / active EE | $7,366 | $5,579+32.0% | $4,919+49.8% | $6,977+5.6% |
| Admin fee / account holder | $18,729 | $16,730+11.9% | $13,697+36.7% | $19,030-1.6% |