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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 | $542,987 | $181,896+198.5% | $156,551+246.8% | $273,972+98.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.18% | 30.74%-25.6pp | 32.23%-27.0pp | 41.46%-36.3pp |
| Employer contribution / active EE | $37,571 | $6,248+501.3% | $5,501+583.0% | $4,869+671.7% |
| Participant deferral / active EE | $16,286 | $5,550+193.4% | $4,871+234.3% | $5,287+208.0% |
| Admin fee / account holder | $9,536 | $15,560-38.7% | $13,028-26.8% | $10,133-5.9% |