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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 | $682,155 | $181,896+275.0% | $156,551+335.7% | $273,972+149.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.64% | 30.74%-25.1pp | 32.23%-26.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $21,560 | $6,248+245.1% | $5,501+291.9% | $4,869+342.8% |
| Participant deferral / active EE | $9,000 | $5,550+62.2% | $4,871+84.8% | $5,287+70.2% |
| Admin fee / account holder | $2,146 | $15,560-86.2% | $13,028-83.5% | $10,133-78.8% |