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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 | $534,384 | $181,896+193.8% | $156,551+241.3% | $273,972+95.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.77% | 30.74%-21.0pp | 32.23%-22.5pp | 41.46%-31.7pp |
| Employer contribution / active EE | $36,626 | $6,248+486.2% | $5,501+565.8% | $4,869+652.3% |
| Participant deferral / active EE | $17,711 | $5,550+219.1% | $4,871+263.6% | $5,287+235.0% |
| Admin fee / account holder | $32,439 | $15,560+108.5% | $13,028+149.0% | $10,133+220.1% |