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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 | $632,554 | $181,896+247.8% | $156,551+304.1% | $273,972+130.9% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 7.04% | 30.74%-23.7pp | 32.23%-25.2pp | 41.46%-34.4pp |
| Employer contribution / active EE | $57,497 | $6,248+820.2% | $5,501+945.2% | $4,869+1080.9% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $20,472 | $15,560+31.6% | $13,028+57.1% | $10,133+102.0% |