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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 | $289,147+161.2% | $379,605+99.0% | $289,147+161.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 73.8%+26.2pp | 80.8%+19.2pp |
| Annual return | 18.35% | 12.61%+5.7pp | 12.50%+5.8pp | 12.61%+5.7pp |
| Employer contribution / active EE | $31,000 | $13,617+127.7% | $15,275+102.9% | $13,617+127.7% |
| Participant deferral / active EE | $20,667 | $5,372+284.7% | $15,215+35.8% | $5,372+284.7% |
| Admin fee / account holder | $4,508 | $23,026-80.4% | $4,5080% | $23,026-80.4% |