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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 | $738,552 | $181,896+306.0% | $156,551+371.8% | $273,972+169.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 14.28% | 30.74%-16.5pp | 32.23%-18.0pp | 41.46%-27.2pp |
| Employer contribution / active EE | $21,662 | $6,248+246.7% | $5,501+293.8% | $4,869+344.9% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $50,000 | $15,560+221.3% | $13,028+283.8% | $10,133+393.5% |