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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 | $486,167 | $181,896+167.3% | $156,551+210.5% | $273,972+77.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.54% | 30.74%-22.2pp | 32.23%-23.7pp | 41.46%-32.9pp |
| Employer contribution / active EE | $5,939 | $6,248-5.0% | $5,501+7.9% | $4,869+22.0% |
| Participant deferral / active EE | $12,000 | $5,550+116.2% | $4,871+146.4% | $5,287+127.0% |
| Admin fee / account holder | $255,614 | $15,560+1542.7% | $13,028+1862.0% | $10,133+2422.7% |