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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 | $594,949 | $181,896+227.1% | $156,551+280.0% | $273,972+117.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.56% | 30.74%-25.2pp | 32.23%-26.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $28,032 | $6,248+348.6% | $5,501+409.5% | $4,869+475.7% |
| Participant deferral / active EE | $17,882 | $5,550+222.2% | $4,871+267.1% | $5,287+238.2% |
| Admin fee / account holder | $2,623 | $15,560-83.1% | $13,028-79.9% | $10,133-74.1% |