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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 | $481,909 | $181,896+164.9% | $156,551+207.8% | $273,972+75.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.13% | 30.74%-23.6pp | 32.23%-25.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $25,492 | $6,248+308.0% | $5,501+363.4% | $4,869+423.6% |
| Participant deferral / active EE | $13,351 | $5,550+140.6% | $4,871+174.1% | $5,287+152.5% |
| Admin fee / account holder | $3,440 | $15,560-77.9% | $13,028-73.6% | $10,133-66.1% |