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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 | $575,469 | $181,896+216.4% | $156,551+267.6% | $273,972+110.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.60% | 30.74%-20.1pp | 32.23%-21.6pp | 41.46%-30.9pp |
| Employer contribution / active EE | $31,699 | $6,248+407.3% | $5,501+476.2% | $4,869+551.1% |
| Participant deferral / active EE | $22,789 | $5,550+310.6% | $4,871+367.8% | $5,287+331.0% |
| Admin fee / account holder | $1,635 | $15,560-89.5% | $13,028-87.4% | $10,133-83.9% |