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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 | $562,608 | $135,956+313.8% | $123,894+354.1% | $273,972+105.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.98% | 56.63%-50.6pp | 47.52%-41.5pp | 41.46%-35.5pp |
| Employer contribution / active EE | $15,216 | $5,170+194.3% | $4,617+229.6% | $4,869+212.5% |
| Participant deferral / active EE | $20,440 | $6,343+222.3% | $5,984+241.6% | $5,287+286.6% |
| Admin fee / account holder | $6,279 | $9,817-36.0% | $8,357-24.9% | $10,133-38.0% |