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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 | $596,514 | $181,896+227.9% | $156,551+281.0% | $273,972+117.7% |
| Participation rate | 94.7% | 88.4%+6.4pp | 84.0%+10.7pp | 83.0%+11.7pp |
| Annual return | 15.81% | 30.74%-14.9pp | 32.23%-16.4pp | 41.46%-25.6pp |
| Employer contribution / active EE | $50,132 | $6,248+702.4% | $5,501+811.3% | $4,869+929.7% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $18,502 | $15,560+18.9% | $13,028+42.0% | $10,133+82.6% |