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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 | $485,881 | $181,896+167.1% | $156,551+210.4% | $273,972+77.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 22.73% | 30.74%-8.0pp | 32.23%-9.5pp | 41.46%-18.7pp |
| Employer contribution / active EE | $28,171 | $6,248+350.9% | $5,501+412.1% | $4,869+478.6% |
| Participant deferral / active EE | $4,691 | $5,550-15.5% | $4,871-3.7% | $5,287-11.3% |
| Admin fee / account holder | $21,385 | $15,560+37.4% | $13,028+64.1% | $10,133+111.1% |