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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 | $556,177 | $181,896+205.8% | $156,551+255.3% | $273,972+103.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.17% | 30.74%-20.6pp | 32.23%-22.1pp | 41.46%-31.3pp |
| Employer contribution / active EE | $23,982 | $6,248+283.8% | $5,501+335.9% | $4,869+392.6% |
| Participant deferral / active EE | $14,000 | $5,550+152.3% | $4,871+187.4% | $5,287+164.8% |
| Admin fee / account holder | $3,869 | $15,560-75.1% | $13,028-70.3% | $10,133-61.8% |