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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 | $824,338 | $355,607+131.8% | $323,456+154.9% | $554,306+48.7% |
| Participation rate | 100.0% | 85.8%+14.2pp | 77.8%+22.2pp | 84.6%+15.4pp |
| Annual return | 15.34% | 14.31%+1.0pp | 13.47%+1.9pp | 10.47%+4.9pp |
| Employer contribution / active EE | $46,000 | $30,129+52.7% | $29,776+54.5% | $25,289+81.9% |
| Participant deferral / active EE | $30,500 | $8,255+269.5% | $7,386+313.0% | $3,690+726.6% |
| Admin fee / account holder | $3,883 | $8,428-53.9% | $10,251-62.1% | $49,540-92.2% |