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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 | $334,519 | $136,860+144.4% | $120,344+178.0% | $154,746+116.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 22.41% | 21.38%+1.0pp | 20.30%+2.1pp | 172.34%-149.9pp |
| Employer contribution / active EE | $10,791 | $3,533+205.4% | $3,020+257.3% | $4,379+146.4% |
| Participant deferral / active EE | $16,081 | $5,793+177.6% | $5,135+213.2% | $6,730+138.9% |
| Admin fee / account holder | $29,911 | $15,393+94.3% | $12,742+134.7% | $14,365+108.2% |