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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 | $618,443 | $181,896+240.0% | $156,551+295.0% | $273,972+125.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.14% | 30.74%-23.6pp | 32.23%-25.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $28,844 | $6,248+361.7% | $5,501+424.3% | $4,869+492.4% |
| Participant deferral / active EE | $19,333 | $5,550+248.3% | $4,871+296.9% | $5,287+265.7% |
| Admin fee / account holder | $9,444 | $15,560-39.3% | $13,028-27.5% | $10,133-6.8% |