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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 | $424,386 | $135,956+212.1% | $123,894+242.5% | $273,972+54.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.77% | 56.63%-50.9pp | 47.52%-41.7pp | 41.46%-35.7pp |
| Employer contribution / active EE | $19,697 | $5,170+281.0% | $4,617+326.6% | $4,869+304.6% |
| Participant deferral / active EE | $9,000 | $6,343+41.9% | $5,984+50.4% | $5,287+70.2% |
| Admin fee / account holder | $3,082 | $9,817-68.6% | $8,357-63.1% | $10,133-69.6% |