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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 | $698,010 | $181,896+283.7% | $156,551+345.9% | $273,972+154.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.82% | 30.74%-24.9pp | 32.23%-26.4pp | 41.46%-35.6pp |
| Employer contribution / active EE | $17,757 | $6,248+184.2% | $5,501+222.8% | $4,869+264.7% |
| Participant deferral / active EE | $12,616 | $5,550+127.3% | $4,871+159.0% | $5,287+138.6% |
| Admin fee / account holder | $292,435 | $15,560+1779.4% | $13,028+2144.6% | $10,133+2786.1% |