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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 | $126,661+164.1% | $113,397+195.0% | $138,895+140.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 22.41% | 25.05%-2.6pp | 23.20%-0.8pp | 145.39%-123.0pp |
| Employer contribution / active EE | $10,791 | $3,456+212.2% | $2,977+262.5% | $4,194+157.3% |
| Participant deferral / active EE | $16,081 | $5,693+182.5% | $5,076+216.8% | $6,396+151.4% |
| Admin fee / account holder | $29,911 | $14,549+105.6% | $11,957+150.2% | $12,562+138.1% |