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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 | $520,121 | $181,896+185.9% | $156,551+232.2% | $273,972+89.8% |
| Participation rate | 73.7% | 88.4%-14.7pp | 84.0%-10.3pp | 83.0%-9.3pp |
| Annual return | 40.59% | 30.74%+9.8pp | 32.23%+8.4pp | 41.46%-0.9pp |
| Employer contribution / active EE | $35,000 | $6,248+460.2% | $5,501+536.2% | $4,869+618.9% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,787 | $15,560-37.1% | $13,028-24.9% | $10,133-3.4% |