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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 | $305,846+147.0% | $403,286+87.3% | $305,846+147.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 69.4%+30.6pp | 78.7%+21.3pp |
| Annual return | 18.35% | 15.13%+3.2pp | -14.43%+32.8pp | 15.13%+3.2pp |
| Employer contribution / active EE | $31,000 | $13,736+125.7% | $13,767+125.2% | $13,736+125.7% |
| Participant deferral / active EE | $20,667 | $7,119+190.3% | $10,458+97.6% | $7,119+190.3% |
| Admin fee / account holder | $4,508 | $37,539-88.0% | $4,5080% | $37,539-88.0% |