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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 | $403,846 | $135,956+197.0% | $123,894+226.0% | $273,972+47.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.39% | 56.63%-51.2pp | 47.52%-42.1pp | 41.46%-36.1pp |
| Employer contribution / active EE | $16,564 | $5,170+220.4% | $4,617+258.8% | $4,869+240.2% |
| Participant deferral / active EE | $11,100 | $6,343+75.0% | $5,984+85.5% | $5,287+109.9% |
| Admin fee / account holder | $32,358 | $9,817+229.6% | $8,357+287.2% | $10,133+219.3% |