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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 | $523,151 | $210,908+148.0% | $153,643+240.5% | $145,884+258.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 37.70% | 13.46%+24.2pp | 15.71%+22.0pp | 551.85%-514.1pp |
| Employer contribution / active EE | $5,487 | $6,055-9.4% | $5,039+8.9% | $4,662+17.7% |
| Participant deferral / active EE | $22,880 | $7,976+186.9% | $6,754+238.8% | $6,690+242.0% |
| Admin fee / account holder | $9,200 | $19,477-52.8% | $12,739-27.8% | $13,392-31.3% |