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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 | $596,843 | $153,769+288.1% | $133,975+345.5% | $273,972+117.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.43% | 36.51%-29.1pp | 29.29%-21.9pp | 41.46%-34.0pp |
| Employer contribution / active EE | $25,260 | $6,029+319.0% | $5,211+384.7% | $4,869+418.8% |
| Participant deferral / active EE | $16,932 | $6,958+143.3% | $6,282+169.5% | $5,287+220.2% |
| Admin fee / account holder | $73,545 | $11,765+525.1% | $9,324+688.7% | $10,133+625.8% |