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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 | $502,460 | $181,896+176.2% | $156,551+221.0% | $273,972+83.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.71% | 30.74%-23.0pp | 32.23%-24.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $31,985 | $6,248+411.9% | $5,501+481.4% | $4,869+557.0% |
| Participant deferral / active EE | $13,091 | $5,550+135.9% | $4,871+168.7% | $5,287+147.6% |
| Admin fee / account holder | $54,120 | $15,560+247.8% | $13,028+315.4% | $10,133+434.1% |