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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 | $574,755 | $135,905+322.9% | $126,068+355.9% | $198,609+189.4% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 16.39% | 14.07%+2.3pp | 15.01%+1.4pp | 202.70%-186.3pp |
| Employer contribution / active EE | $20,817 | $4,245+390.4% | $3,968+424.6% | $5,055+311.8% |
| Participant deferral / active EE | $19,975 | $8,523+134.4% | $8,214+143.2% | $6,977+186.3% |
| Admin fee / account holder | $2,510 | $21,036-88.1% | $18,264-86.3% | $19,030-86.8% |