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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 | $610,553 | $116,462+424.3% | $477,111+28.0% | $116,462+424.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 88.9%+11.1pp | 74.7%+25.3pp |
| Annual return | 17.06% | 15.65%+1.4pp | 101.90%-84.8pp | 15.65%+1.4pp |
| Employer contribution / active EE | $19,118 | $3,231+491.6% | $8,708+119.5% | $3,231+491.6% |
| Participant deferral / active EE | $6,721 | $3,836+75.2% | $7,539-10.9% | $3,836+75.2% |
| Admin fee / account holder | $36,739 | $12,754+188.1% | $42,132-12.8% | $12,754+188.1% |