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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 | $564,973 | $181,896+210.6% | $156,551+260.9% | $273,972+106.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.18% | 30.74%-26.6pp | 32.23%-28.0pp | 41.46%-37.3pp |
| Employer contribution / active EE | $12,023 | $6,248+92.4% | $5,501+118.6% | $4,869+146.9% |
| Participant deferral / active EE | $8,472 | $5,550+52.6% | $4,871+73.9% | $5,287+60.2% |
| Admin fee / account holder | $904 | $15,560-94.2% | $13,028-93.1% | $10,133-91.1% |