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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 | $316,553 | $211,946+49.4% | $169,452+86.8% | $135,379+133.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 5.78% | 3.26%+2.5pp | 1.83%+3.9pp | 519.79%-514.0pp |
| Employer contribution / active EE | $19,500 | $5,117+281.1% | $4,157+369.1% | $4,779+308.0% |
| Participant deferral / active EE | $5,838 | $6,075-3.9% | $5,277+10.6% | $5,609+4.1% |
| Admin fee / account holder | $21,003 | $11,472+83.1% | $9,110+130.6% | $10,828+94.0% |