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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 | $426,732 | $254,759+67.5% | $216,567+97.0% | $198,609+114.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 12.76% | 10.04%+2.7pp | 12.94%-0.2pp | 202.70%-189.9pp |
| Employer contribution / active EE | $15,981 | $6,096+162.1% | $5,216+206.4% | $5,055+216.1% |
| Participant deferral / active EE | $16,586 | $6,948+138.7% | $6,191+167.9% | $6,977+137.7% |
| Admin fee / account holder | $57,748 | $26,311+119.5% | $21,981+162.7% | $19,030+203.5% |