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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 | $755,288 | $282,363+167.5% | $379,605+99.0% | $282,363+167.5% |
| Participation rate | 100.0% | 81.3%+18.7pp | 73.8%+26.2pp | 81.3%+18.7pp |
| Annual return | 18.35% | 12.99%+5.4pp | 12.31%+6.0pp | 12.99%+5.4pp |
| Employer contribution / active EE | $31,000 | $11,682+165.4% | $20,652+50.1% | $11,682+165.4% |
| Participant deferral / active EE | $20,667 | $6,051+241.5% | $15,215+35.8% | $6,051+241.5% |
| Admin fee / account holder | $4,508 | $27,645-83.7% | $4,5080% | $27,645-83.7% |