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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 | $514,831 | $181,896+183.0% | $156,551+228.9% | $273,972+87.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.67% | 30.74%-24.1pp | 32.23%-25.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $9,390 | $6,248+50.3% | $5,501+70.7% | $4,869+92.9% |
| Participant deferral / active EE | $16,511 | $5,550+197.5% | $4,871+239.0% | $5,287+212.3% |
| Admin fee / account holder | $2,584 | $15,560-83.4% | $13,028-80.2% | $10,133-74.5% |