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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 | $699,348 | $162,967+329.1% | $135,792+415.0% | $138,895+403.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 10.18% | 30.08%-19.9pp | 25.96%-15.8pp | 145.39%-135.2pp |
| Employer contribution / active EE | $7,000 | $4,211+66.2% | $3,496+100.3% | $4,194+66.9% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $30,625 | $15,306+100.1% | $12,266+149.7% | $12,562+143.8% |