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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 | $532,666 | $181,896+192.8% | $156,551+240.3% | $273,972+94.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.40% | 30.74%-24.3pp | 32.23%-25.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $33,291 | $6,248+432.8% | $5,501+505.2% | $4,869+583.8% |
| Participant deferral / active EE | $5,091 | $5,550-8.3% | $4,871+4.5% | $5,287-3.7% |
| Admin fee / account holder | $1,666 | $15,560-89.3% | $13,028-87.2% | $10,133-83.6% |