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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 | $721,062 | $254,759+183.0% | $216,567+233.0% | $198,609+263.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 3.94% | 10.04%-6.1pp | 12.94%-9.0pp | 202.70%-198.8pp |
| Employer contribution / active EE | $24,969 | $6,096+309.6% | $5,216+378.7% | $5,055+393.9% |
| Participant deferral / active EE | $19,700 | $6,948+183.5% | $6,191+218.2% | $6,977+182.4% |
| Admin fee / account holder | $212,683 | $26,311+708.3% | $21,981+867.6% | $19,030+1017.6% |