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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 | $552,057 | $254,759+116.7% | $216,567+154.9% | $198,609+178.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 4.56% | 10.04%-5.5pp | 12.94%-8.4pp | 202.70%-198.1pp |
| Employer contribution / active EE | $31,247 | $6,096+412.5% | $5,216+499.1% | $5,055+518.1% |
| Participant deferral / active EE | $4,700 | $6,948-32.4% | $6,191-24.1% | $6,977-32.6% |
| Admin fee / account holder | $23,935 | $26,311-9.0% | $21,981+8.9% | $19,030+25.8% |