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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 | $490,649 | $99,345+393.9% | $84,753+478.9% | $273,972+79.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.85% | 22.93%-17.1pp | 22.78%-16.9pp | 41.46%-35.6pp |
| Employer contribution / active EE | $22,532 | $4,214+434.7% | $3,574+530.4% | $4,869+362.8% |
| Participant deferral / active EE | $22,335 | $4,270+423.1% | $3,712+501.7% | $5,287+322.4% |
| Admin fee / account holder | $5,305 | $6,645-20.2% | $5,333-0.5% | $10,133-47.6% |