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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 | $733,891 | $181,896+303.5% | $156,551+368.8% | $273,972+167.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.20% | 30.74%-25.5pp | 32.23%-27.0pp | 41.46%-36.3pp |
| Employer contribution / active EE | $35,000 | $6,248+460.2% | $5,501+536.2% | $4,869+618.9% |
| Participant deferral / active EE | $21,000 | $5,550+278.4% | $4,871+331.1% | $5,287+297.2% |
| Admin fee / account holder | $12,965 | $15,560-16.7% | $13,028-0.5% | $10,133+28.0% |