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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 | $634,889 | $153,311+314.1% | $109,313+480.8% | $273,972+131.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.35% | 29.86%-23.5pp | 22.07%-15.7pp | 41.46%-35.1pp |
| Employer contribution / active EE | $21,100 | $5,619+275.5% | $3,892+442.1% | $4,869+333.4% |
| Participant deferral / active EE | $16,708 | $3,932+324.9% | $3,166+427.7% | $5,287+216.0% |
| Admin fee / account holder | $3,482 | $8,076-56.9% | $5,666-38.5% | $10,133-65.6% |