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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 | $482,052 | $181,896+165.0% | $156,551+207.9% | $273,972+75.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.15% | 30.74%-21.6pp | 32.23%-23.1pp | 41.46%-32.3pp |
| Employer contribution / active EE | $44,120 | $6,248+606.1% | $5,501+702.0% | $4,869+806.2% |
| Participant deferral / active EE | $26,400 | $5,550+375.7% | $4,871+442.0% | $5,287+399.3% |
| Admin fee / account holder | $2,292 | $15,560-85.3% | $13,028-82.4% | $10,133-77.4% |