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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 | $550,485 | $215,361+155.6% | $171,082+221.8% | $273,972+100.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 42.04% | 25.14%+16.9pp | 32.56%+9.5pp | 41.46%+0.6pp |
| Employer contribution / active EE | $35,000 | $4,967+604.7% | $4,002+774.6% | $4,869+618.9% |
| Participant deferral / active EE | $24,000 | $5,543+333.0% | $4,797+400.3% | $5,287+353.9% |
| Admin fee / account holder | $8,888 | $10,846-18.1% | $8,520+4.3% | $10,133-12.3% |