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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 | $601,428 | $181,896+230.6% | $156,551+284.2% | $273,972+119.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.30% | 30.74%-27.4pp | 32.23%-28.9pp | 41.46%-38.2pp |
| Employer contribution / active EE | $19,444 | $6,248+211.2% | $5,501+253.5% | $4,869+299.4% |
| Participant deferral / active EE | $15,444 | $5,550+178.3% | $4,871+217.1% | $5,287+192.1% |
| Admin fee / account holder | $768,527 | $15,560+4839.1% | $13,028+5799.0% | $10,133+7484.7% |