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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 | $952,975 | $254,759+274.1% | $216,567+340.0% | $198,609+379.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 16.80% | 10.04%+6.8pp | 12.94%+3.9pp | 202.70%-185.9pp |
| Employer contribution / active EE | $26,980 | $6,096+342.6% | $5,216+417.3% | $5,055+433.7% |
| Participant deferral / active EE | $20,634 | $6,948+197.0% | $6,191+233.3% | $6,977+195.8% |
| Admin fee / account holder | $5,317 | $26,311-79.8% | $21,981-75.8% | $19,030-72.1% |