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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 | $615,252 | $181,896+238.2% | $156,551+293.0% | $273,972+124.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 18.95% | 30.74%-11.8pp | 32.23%-13.3pp | 41.46%-22.5pp |
| Employer contribution / active EE | $15,001 | $6,248+140.1% | $5,501+172.7% | $4,869+208.1% |
| Participant deferral / active EE | $13,367 | $5,550+140.8% | $4,871+174.4% | $5,287+152.8% |
| Admin fee / account holder | $3,998 | $15,560-74.3% | $13,028-69.3% | $10,133-60.5% |